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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 | $14,599 | $122,239-88.1% | $184,200-92.1% | $74,546-80.4% |
| Participation rate | 93.3% | 85.5%+7.8pp | 86.8%+6.4pp | 67.2%+26.0pp |
| Annual return | -34.84% | 19.95%-54.8pp | 28.80%-63.6pp | 1366.03%-1400.9pp |
| Employer contribution / active EE | $10,940 | $4,537+141.1% | $6,424+70.3% | $2,624+316.9% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,907-100.0% | $1,944-100.0% |