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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 | $3,401 | $45,119-92.5% | $85,126-96.0% | $74,429-95.4% |
| Participation rate | 96.5% | 49.4%+47.1pp | 67.5%+29.0pp | 67.2%+29.3pp |
| Annual return | 1.46% | 26.28%-24.8pp | 66.63%-65.2pp | 1368.38%-1366.9pp |
| Employer contribution / active EE | $1,405 | $1,460-3.8% | $2,731-48.6% | $2,625-46.5% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $78 | $2,214-96.5% | $6,160-98.7% | $1,944-96.0% |