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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 | $13,625 | $101,591-86.6% | $147,096-90.7% | $74,429-81.7% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 8.74% | 8746.45%-8737.7pp | 419.75%-411.0pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $1,442 | $3,813-62.2% | $4,936-70.8% | $2,625-45.1% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $18 | $1,750-99.0% | $13,005-99.9% | $1,944-99.1% |