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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 | $37,735 | $122,259-69.1% | $147,005-74.3% | $199,768-81.1% |
| Participation rate | 99.4% | 78.3%+21.1pp | 82.2%+17.3pp | 72.0%+27.4pp |
| Annual return | -5.18% | 30.58%-35.8pp | 418.76%-423.9pp | 34.26%-39.4pp |
| Employer contribution / active EE | $3,315 | $4,097-19.1% | $4,934-32.8% | $3,037+9.2% |
| Participant deferral / active EE | $0 | $8,504-100.0% | $8,070-100.0% | $5,090-100.0% |
| Admin fee / account holder | $2 | $179-98.7% | $13,006-100.0% | $269-99.2% |