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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 | $15,785 | $106,236-85.1% | $112,263-85.9% | $64,824-75.7% |
| Participation rate | 99.2% | 71.7%+27.6pp | 75.1%+24.2pp | 71.5%+27.8pp |
| Annual return | -66.81% | -6.02%-60.8pp | 27.49%-94.3pp | 32.84%-99.6pp |
| Employer contribution / active EE | $12,633 | $3,167+298.9% | $3,636+247.4% | $2,507+403.9% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $3 | $452-99.3% | $6,410-99.9% | $188-98.3% |