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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 | $28,260 | $96,458-70.7% | $136,298-79.3% | $77,958-63.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 15.53% | 23.78%-8.2pp | 5156.27%-5140.7pp | 20.87%-5.3pp |
| Employer contribution / active EE | $2,350 | $3,144-25.3% | $4,696-50.0% | $2,310+1.7% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $80-100.0% | $9,244-100.0% | $97-100.0% |