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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 | $15,659 | $46,966-66.7% | $185,117-91.5% | $69,631-77.5% |
| Participation rate | 97.8% | 65.3%+32.6pp | 77.3%+20.6pp | 70.7%+27.2pp |
| Annual return | 0.86% | 22.36%-21.5pp | 40.50%-39.6pp | 27571.02%-27570.2pp |
| Employer contribution / active EE | $1,745 | $1,360+28.3% | $4,182-58.3% | $2,032-14.1% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $5,045-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $8,159-100.0% | $110-100.0% |