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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 | $10,375 | $76,112-86.4% | $96,544-89.3% | $71,529-85.5% |
| Participation rate | 88.7% | 74.4%+14.3pp | 76.0%+12.7pp | 67.9%+20.7pp |
| Annual return | 0.00% | 22.80%-22.8pp | 25.88%-25.9pp | 28.97%-29.0pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |