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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 | $14,819 | $65,820-77.5% | $108,745-86.4% | $57,658-74.3% |
| Participation rate | 98.8% | 72.7%+26.1pp | 77.7%+21.1pp | 70.2%+28.6pp |
| Annual return | 0.48% | 21.32%-20.8pp | 46.22%-45.7pp | 5.13%-4.6pp |
| Employer contribution / active EE | $895 | $2,285-60.8% | $3,323-73.1% | $1,974-54.7% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $6,144-100.0% | $95-100.0% |