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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 | $16,334 | $101,955-84.0% | $112,923-85.5% | $71,529-77.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | -108.40% | 28.92%-137.3pp | 34.13%-142.5pp | 28.97%-137.4pp |
| Employer contribution / active EE | $19,150 | $4,743+303.7% | $4,570+319.0% | $2,590+639.4% |
| Participant deferral / active EE | $0 | $6,771-100.0% | $6,520-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $1,395-99.7% | $7,046-99.9% | $1,588-99.7% |