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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 | $25,048 | $88,203-71.6% | $165,100-84.8% | $74,478-66.4% |
| Participation rate | 76.9% | 73.1%+3.8pp | 78.6%-1.7pp | 67.2%+9.7pp |
| Annual return | -41.60% | 17.13%-58.7pp | 70.21%-111.8pp | 1370.56%-1412.2pp |
| Employer contribution / active EE | $3,921 | $2,601+50.8% | $4,348-9.8% | $2,626+49.3% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |