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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 | $14,395 | $40,174-64.2% | $84,023-82.9% | $67,582-78.7% |
| Participation rate | 93.9% | 62.7%+31.2pp | 69.0%+24.8pp | 71.3%+22.6pp |
| Annual return | -24.05% | 25.82%-49.9pp | 71.32%-95.4pp | 378.57%-402.6pp |
| Employer contribution / active EE | $3,364 | $808+316.6% | $1,984+69.6% | $2,148+56.6% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $4 | $128-96.8% | $6,102-99.9% | $142-97.1% |