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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 | $12,125 | $50,151-75.8% | $149,696-91.9% | $80,157-84.9% |
| Participation rate | 93.1% | 64.3%+28.8pp | 78.8%+14.4pp | 72.9%+20.2pp |
| Annual return | 8.32% | 29.80%-21.5pp | 134.46%-126.1pp | 40.39%-32.1pp |
| Employer contribution / active EE | $548 | $1,867-70.6% | $4,821-88.6% | $2,977-81.6% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,212-100.0% | $145-100.0% |