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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 | $10,893 | $47,456-77.0% | $172,752-93.7% | $77,775-86.0% |
| Participation rate | 95.8% | 66.3%+29.6pp | 82.6%+13.2pp | 73.2%+22.6pp |
| Annual return | 1.50% | 35.57%-34.1pp | 802.97%-801.5pp | 32.58%-31.1pp |
| Employer contribution / active EE | $556 | $1,574-64.7% | $5,144-89.2% | $2,504-77.8% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $13,955-100.0% | $100-100.0% |