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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 | $21,266 | $75,183-71.7% | $123,894-82.8% | $55,167-61.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.07% | 19.01%-12.9pp | 47.52%-41.4pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,818 | $2,823-35.6% | $4,617-60.6% | $1,963-7.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $216 | $663-67.4% | $8,357-97.4% | $504-57.1% |