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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 | $17,207 | $46,072-62.7% | $69,779-75.3% | $55,167-68.8% |
| Participation rate | 70.2% | 67.5%+2.8pp | 71.8%-1.6pp | 69.0%+1.2pp |
| Annual return | 0.65% | 8.68%-8.0pp | 12.99%-12.3pp | 169.23%-168.6pp |
| Employer contribution / active EE | $1,085 | $1,500-27.7% | $2,338-53.6% | $1,963-44.7% |
| Participant deferral / active EE | $2,401 | $2,344+2.4% | $2,931-18.1% | $3,054-21.4% |
| Admin fee / account holder | $27 | $428-93.6% | $4,381-99.4% | $504-94.6% |