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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 | $21,100 | $88,360-76.1% | $145,433-85.5% | $67,986-69.0% |
| Participation rate | 98.5% | 65.5%+33.1pp | 82.1%+16.4pp | 57.2%+41.3pp |
| Annual return | -39.70% | 63.15%-102.9pp | 66.58%-106.3pp | 31.67%-71.4pp |
| Employer contribution / active EE | $2,666 | $3,054-12.7% | $4,554-41.5% | $2,019+32.1% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |