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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 | $4,943 | $80,177-93.8% | $123,894-96.0% | $57,658-91.4% |
| Participation rate | 98.8% | 74.4%+24.4pp | 81.4%+17.4pp | 70.2%+28.6pp |
| Annual return | 2.45% | 17.90%-15.5pp | 47.52%-45.1pp | 5.13%-2.7pp |
| Employer contribution / active EE | $1,201 | $2,913-58.8% | $4,617-74.0% | $1,974-39.1% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $9 | $106-91.6% | $8,357-99.9% | $95-90.6% |