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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 | $4,434 | $61,172-92.8% | $185,851-97.6% | $79,389-94.4% |
| Participation rate | 76.4% | 66.6%+9.8pp | 81.7%-5.3pp | 70.7%+5.7pp |
| Annual return | 2.54% | 19.45%-16.9pp | 122.11%-119.6pp | 116.89%-114.3pp |
| Employer contribution / active EE | $1,969 | $2,321-15.2% | $5,168-61.9% | $2,428-18.9% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7 | $710-99.0% | $16,245-100.0% | $626-98.9% |