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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 | $6,145 | $43,423-85.8% | $78,676-92.2% | $55,167-88.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 3.21% | 11.53%-8.3pp | 62.19%-59.0pp | 169.23%-166.0pp |
| Employer contribution / active EE | $888 | $1,997-55.5% | $2,850-68.8% | $1,963-54.7% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $416-99.9% | $4,510-100.0% | $504-99.9% |