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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 | $28,384 | $104,497-72.8% | $159,487-82.2% | $79,389-64.2% |
| Participation rate | 83.1% | 76.6%+6.4pp | 82.8%+0.2pp | 70.7%+12.3pp |
| Annual return | -10.42% | 67.98%-78.4pp | 263.71%-274.1pp | 116.89%-127.3pp |
| Employer contribution / active EE | $3,516 | $3,418+2.9% | $4,831-27.2% | $2,428+44.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |