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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 | $7,657 | $40,113-80.9% | $84,021-90.9% | $77,775-90.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.0%+31.0pp | 73.2%+26.8pp |
| Annual return | 9.18% | 23.27%-14.1pp | 71.32%-62.1pp | 32.58%-23.4pp |
| Employer contribution / active EE | $740 | $847-12.7% | $1,984-62.7% | $2,504-70.5% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,966-100.0% |
| Admin fee / account holder | $2 | $92-97.4% | $6,102-100.0% | $100-97.7% |