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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 | $22,256 | $80,753-72.4% | $136,298-83.7% | $62,293-64.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.90% | 35.83%-21.9pp | 5156.27%-5142.4pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,600 | $2,884-44.5% | $4,696-65.9% | $2,042-21.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $203 | $525-61.3% | $9,244-97.8% | $479-57.6% |