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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 | $12,093 | $50,902-76.2% | $155,534-92.2% | $77,736-84.4% |
| Participation rate | 75.3% | 63.1%+12.2pp | 78.2%-2.9pp | 70.6%+4.7pp |
| Annual return | 9.88% | 34.85%-25.0pp | 64.92%-55.0pp | 31.26%-21.4pp |
| Employer contribution / active EE | $897 | $1,991-55.0% | $4,675-80.8% | $2,728-67.1% |
| Participant deferral / active EE | $1,953 | $2,824-30.8% | $5,630-65.3% | $4,651-58.0% |
| Admin fee / account holder | $38 | $437-91.3% | $15,900-99.8% | $433-91.3% |