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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 | $84,936-87.8% | $111,308-90.7% | $79,391-86.9% |
| Participation rate | 88.7% | 75.9%+12.8pp | 77.3%+11.4pp | 70.7%+18.0pp |
| Annual return | 6.62% | 17.45%-10.8pp | 54.67%-48.0pp | 116.88%-110.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |