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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 | $18,066 | $75,183-76.0% | $123,894-85.4% | $55,167-67.3% |
| Participation rate | 99.2% | 72.8%+26.4pp | 81.4%+17.8pp | 69.0%+30.2pp |
| Annual return | -49.53% | 19.01%-68.5pp | 47.52%-97.0pp | 169.23%-218.8pp |
| Employer contribution / active EE | $5,376 | $2,823+90.4% | $4,617+16.4% | $1,963+173.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |