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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 | $24,727 | $87,132-71.6% | $105,624-76.6% | $80,959-69.5% |
| Participation rate | 96.9% | 70.4%+26.5pp | 75.3%+21.6pp | 67.7%+29.2pp |
| Annual return | -41.99% | 17.03%-59.0pp | 116.20%-158.2pp | 35.67%-77.7pp |
| Employer contribution / active EE | $11,903 | $2,397+396.6% | $3,168+275.8% | $2,757+331.7% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |