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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 | $17,814 | $106,110-83.2% | $147,005-87.9% | $77,671-77.1% |
| Participation rate | 92.8% | 78.4%+14.4pp | 82.2%+10.6pp | 70.6%+22.2pp |
| Annual return | 3.12% | 56.77%-53.7pp | 418.76%-415.6pp | 31.21%-28.1pp |
| Employer contribution / active EE | $1,591 | $4,065-60.9% | $4,934-67.8% | $2,726-41.7% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $7 | $338-97.9% | $13,006-99.9% | $430-98.3% |