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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 | $31,446 | $101,672-69.1% | $147,117-78.6% | $74,478-57.8% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | -35.88% | 8757.83%-8793.7pp | 420.54%-456.4pp | 1370.56%-1406.4pp |
| Employer contribution / active EE | $2,447 | $3,813-35.8% | $4,932-50.4% | $2,626-6.8% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |