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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 | $59,402-81.2% | $93,654-88.1% | $74,546-85.1% |
| Participation rate | 90.0% | 59.7%+30.4pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 8.54% | 81.86%-73.3pp | 133.34%-124.8pp | 1366.03%-1357.5pp |
| Employer contribution / active EE | $5,613 | $1,265+343.8% | $2,421+131.8% | $2,624+113.9% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |