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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 | $106,247-83.2% | $147,096-87.9% | $77,714-77.1% |
| Participation rate | 92.8% | 78.4%+14.4pp | 82.2%+10.6pp | 70.6%+22.2pp |
| Annual return | 3.12% | 56.87%-53.8pp | 419.75%-416.6pp | 31.26%-28.1pp |
| Employer contribution / active EE | $1,591 | $4,069-60.9% | $4,936-67.8% | $2,727-41.7% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $7 | $338-97.9% | $13,005-99.9% | $433-98.3% |