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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 | $106,110-83.1% | $147,005-87.8% | $77,671-77.0% |
| Participation rate | 96.6% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | -7.14% | 56.77%-63.9pp | 418.76%-425.9pp | 31.21%-38.3pp |
| Employer contribution / active EE | $6,077 | $4,065+49.5% | $4,934+23.2% | $2,726+122.9% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |