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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 | $19,320 | $106,164-81.8% | $147,041-86.9% | $77,692-75.1% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.7pp | 70.6%+26.2pp |
| Annual return | -81.20% | 56.81%-138.0pp | 419.21%-500.4pp | 31.25%-112.5pp |
| Employer contribution / active EE | $11,483 | $4,066+182.4% | $4,935+132.7% | $2,726+321.2% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $12 | $338-96.4% | $13,006-99.9% | $431-97.2% |