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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 | $19,490 | $60,349-67.7% | $74,184-73.7% | $62,881-69.0% |
| Participation rate | 98.7% | 72.7%+26.0pp | 76.6%+22.1pp | 69.3%+29.4pp |
| Annual return | 3.28% | 21.38%-18.1pp | 17.74%-14.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,212 | $1,680-27.9% | $2,370-48.9% | $2,281-46.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $20 | $4,261-99.5% | $5,586-99.6% | $4,296-99.5% |