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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 | $24,020 | $85,635-72.0% | $123,894-80.6% | $63,975-62.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 6.71% | 15.74%-9.0pp | 47.52%-40.8pp | 48.65%-41.9pp |
| Employer contribution / active EE | $2,105 | $3,076-31.6% | $4,617-54.4% | $2,182-3.5% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |