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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 | $19,808 | $67,602-70.7% | $82,312-75.9% | $70,126-71.8% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.3pp |
| Annual return | 6.04% | 21.57%-15.5pp | 25.88%-19.8pp | 73.15%-67.1pp |
| Employer contribution / active EE | $1,871 | $1,755+6.6% | $2,428-23.0% | $2,343-20.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $20 | $4,512-99.6% | $5,608-99.6% | $4,645-99.6% |