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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 | $4,955 | $77,908-93.6% | $149,696-96.7% | $75,173-93.4% |
| Participation rate | 93.5% | 65.6%+27.9pp | 78.8%+14.7pp | 67.2%+26.3pp |
| Annual return | 6.04% | 31.73%-25.7pp | 134.46%-128.4pp | 160.72%-154.7pp |
| Employer contribution / active EE | $3,591 | $3,138+14.4% | $4,821-25.5% | $2,671+34.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8 | $5,950-99.9% | $13,212-99.9% | $5,651-99.9% |