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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 | $8,206 | $78,275-89.5% | $109,173-92.5% | $86,821-90.5% |
| Participation rate | 95.8% | 73.8%+22.0pp | 75.9%+20.0pp | 72.3%+23.5pp |
| Annual return | -73.11% | 19.14%-92.3pp | 25.75%-98.9pp | 97.94%-171.1pp |
| Employer contribution / active EE | $5,599 | $3,105+80.3% | $3,723+50.4% | $2,406+132.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |