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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 | $18,029 | $48,744-63.0% | $93,727-80.8% | $200,096-91.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 68.7%+31.3pp | 72.0%+28.0pp |
| Annual return | 11.78% | 15.36%-3.6pp | 133.83%-122.1pp | 34.26%-22.5pp |
| Employer contribution / active EE | $1,273 | $1,140+11.7% | $2,421-47.4% | $3,038-58.1% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,417-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,292-100.0% | $269-100.0% |