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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 | $39,079 | $122,063-68.0% | $184,256-78.8% | $74,478-47.5% |
| Participation rate | 98.7% | 85.5%+13.2pp | 86.8%+11.9pp | 67.2%+31.5pp |
| Annual return | 7.97% | 19.92%-11.9pp | 28.85%-20.9pp | 1370.56%-1362.6pp |
| Employer contribution / active EE | $2,899 | $4,539-36.1% | $6,427-54.9% | $2,626+10.4% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |