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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 | $11,144 | $59,467-81.3% | $93,727-88.1% | $74,478-85.0% |
| Participation rate | 90.0% | 59.6%+30.4pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 8.54% | 82.14%-73.6pp | 133.83%-125.3pp | 1370.56%-1362.0pp |
| Employer contribution / active EE | $5,613 | $1,267+343.1% | $2,421+131.8% | $2,626+113.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |