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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 | $11,645 | $130,294-91.1% | $170,057-93.2% | $71,529-83.7% |
| Participation rate | 99.5% | 86.2%+13.3pp | 87.0%+12.5pp | 67.9%+31.6pp |
| Annual return | -79.43% | 20.36%-99.8pp | 53.42%-132.8pp | 28.97%-108.4pp |
| Employer contribution / active EE | $3,271 | $4,385-25.4% | $6,790-51.8% | $2,590+26.3% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $12 | $966-98.7% | $12,826-99.9% | $1,588-99.2% |