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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 | $18,302 | $104,336-82.5% | $159,474-88.5% | $86,821-78.9% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.8%+15.8pp | 72.3%+26.4pp |
| Annual return | 7.99% | 26.32%-18.3pp | 263.68%-255.7pp | 97.94%-89.9pp |
| Employer contribution / active EE | $3,220 | $3,451-6.7% | $4,831-33.4% | $2,406+33.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $8 | $172-95.5% | $10,802-99.9% | $170-95.5% |