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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 | $11,176 | $86,949-87.1% | $102,460-89.1% | $80,959-86.2% |
| Participation rate | 95.9% | 72.4%+23.5pp | 76.5%+19.4pp | 67.7%+28.3pp |
| Annual return | -85.84% | 18.89%-104.7pp | 29.47%-115.3pp | 35.67%-121.5pp |
| Employer contribution / active EE | $12,725 | $2,370+437.0% | $3,025+320.6% | $2,757+361.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |