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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 | $13,594 | $104,497-87.0% | $159,487-91.5% | $79,389-82.9% |
| Participation rate | 99.2% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.5pp |
| Annual return | -26.85% | 67.98%-94.8pp | 263.71%-290.6pp | 116.89%-143.7pp |
| Employer contribution / active EE | $2,103 | $3,418-38.5% | $4,831-56.5% | $2,428-13.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $711-99.9% | $10,804-100.0% | $626-99.8% |