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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 | $14,398 | $50,919-71.7% | $155,556-90.7% | $77,762-81.5% |
| Participation rate | 96.1% | 63.1%+33.1pp | 78.2%+17.9pp | 70.6%+25.6pp |
| Annual return | 8.05% | 34.84%-26.8pp | 64.84%-56.8pp | 31.27%-23.2pp |
| Employer contribution / active EE | $2,299 | $1,991+15.5% | $4,675-50.8% | $2,728-15.7% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |