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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 | $10,776 | $44,989-76.0% | $170,435-93.7% | $77,958-86.2% |
| Participation rate | 95.5% | 64.6%+30.9pp | 83.6%+11.9pp | 71.6%+23.8pp |
| Annual return | 7.57% | 19.61%-12.0pp | 205.94%-198.4pp | 20.87%-13.3pp |
| Employer contribution / active EE | $512 | $1,466-65.0% | $5,432-90.6% | $2,310-77.8% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $13,881-100.0% | $97-100.0% |