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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 | $8,695 | $65,378-86.7% | $87,103-90.0% | $65,186-86.7% |
| Participation rate | 92.3% | 75.3%+17.0pp | 76.9%+15.4pp | 70.2%+22.1pp |
| Annual return | 7.90% | 31.28%-23.4pp | 28.19%-20.3pp | 29.39%-21.5pp |
| Employer contribution / active EE | $1,698 | $1,823-6.8% | $2,521-32.7% | $2,177-22.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |