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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 | $10,050 | $49,763-79.8% | $70,565-85.8% | $74,473-86.5% |
| Participation rate | 82.8% | 64.6%+18.2pp | 68.4%+14.5pp | 70.7%+12.1pp |
| Annual return | 5.46% | 21.21%-15.7pp | 32.79%-27.3pp | 34.36%-28.9pp |
| Employer contribution / active EE | $3,749 | $1,776+111.1% | $2,976+26.0% | $2,638+42.1% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $4,568-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $316-100.0% | $6,430-100.0% | $347-100.0% |