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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 | $106,264-83.2% | $147,117-87.8% | $77,762-77.0% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | -7.14% | 56.94%-64.1pp | 420.54%-427.7pp | 31.27%-38.4pp |
| Employer contribution / active EE | $6,077 | $4,074+49.2% | $4,932+23.2% | $2,728+122.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |