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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 | $19,697 | $80,731-75.6% | $103,378-80.9% | $74,400-73.5% |
| Participation rate | 97.6% | 65.7%+31.9pp | 74.5%+23.1pp | 67.2%+30.4pp |
| Annual return | -61.88% | 27.56%-89.4pp | 24.91%-86.8pp | 1367.51%-1429.4pp |
| Employer contribution / active EE | $9,365 | $3,159+196.4% | $3,870+142.0% | $2,624+256.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,401-100.0% | $1,944-100.0% |