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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 | $16,342 | $89,652-81.8% | $141,191-88.4% | $65,185-74.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 15.50% | 32.79%-17.3pp | 71.41%-55.9pp | 29.38%-13.9pp |
| Employer contribution / active EE | $1,143 | $3,065-62.7% | $4,736-75.9% | $2,177-47.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $155 | $569-72.7% | $10,264-98.5% | $847-81.7% |