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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 | $8,916 | $89,588-90.0% | $133,698-93.3% | $77,762-88.5% |
| Participation rate | 89.0% | 74.3%+14.7pp | 76.4%+12.6pp | 70.6%+18.4pp |
| Annual return | -43.20% | 17.42%-60.6pp | 580.90%-624.1pp | 31.27%-74.5pp |
| Employer contribution / active EE | $2,655 | $3,491-23.9% | $4,218-37.1% | $2,728-2.7% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $7,016-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $539-100.0% | $6,703-100.0% | $433-100.0% |