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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 | $23,371 | $104,497-77.6% | $159,487-85.3% | $79,389-70.6% |
| Participation rate | 97.8% | 76.6%+21.2pp | 82.8%+15.0pp | 70.7%+27.1pp |
| Annual return | -5.37% | 67.98%-73.4pp | 263.71%-269.1pp | 116.89%-122.3pp |
| Employer contribution / active EE | $5,263 | $3,418+54.0% | $4,831+8.9% | $2,428+116.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $711-99.7% | $10,804-100.0% | $626-99.6% |