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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 | $45,900 | $129,095-64.4% | $184,185-75.1% | $77,692-40.9% |
| Participation rate | 99.5% | 87.3%+12.2pp | 86.8%+12.7pp | 70.6%+29.0pp |
| Annual return | 7.89% | 33.29%-25.4pp | 28.81%-20.9pp | 31.25%-23.4pp |
| Employer contribution / active EE | $3,953 | $4,410-10.4% | $6,426-38.5% | $2,726+45.0% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,909-100.0% | $431-100.0% |