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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 | $129,227-64.5% | $184,256-75.1% | $77,762-41.0% |
| Participation rate | 99.5% | 87.4%+12.2pp | 86.8%+12.7pp | 70.6%+29.0pp |
| Annual return | 7.89% | 33.24%-25.4pp | 28.85%-21.0pp | 31.27%-23.4pp |
| Employer contribution / active EE | $3,953 | $4,412-10.4% | $6,427-38.5% | $2,728+44.9% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,899-100.0% | $433-100.0% |