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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,897 | $106,247-83.2% | $147,096-87.8% | $77,714-77.0% |
| Participation rate | 96.6% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | -7.14% | 56.87%-64.0pp | 419.75%-426.9pp | 31.26%-38.4pp |
| Employer contribution / active EE | $6,077 | $4,069+49.3% | $4,936+23.1% | $2,727+122.8% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |