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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 | $18,534 | $80,763-77.1% | $102,412-81.9% | $74,459-75.1% |
| Participation rate | 83.5% | 65.7%+17.8pp | 74.5%+9.0pp | 67.2%+16.3pp |
| Annual return | -155.52% | 27.57%-183.1pp | 24.94%-180.5pp | 1369.70%-1525.2pp |
| Employer contribution / active EE | $20,055 | $3,160+534.7% | $3,870+418.2% | $2,626+663.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |