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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 | $32,807 | $104,544-68.6% | $96,544-66.0% | $80,169-59.1% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.0%+22.3pp | 72.9%+25.4pp |
| Annual return | 12.78% | 21.79%-9.0pp | 25.88%-13.1pp | 40.39%-27.6pp |
| Employer contribution / active EE | $2,093 | $3,527-40.6% | $2,966-29.4% | $2,978-29.7% |
| Participant deferral / active EE | $4,392 | $6,170-28.8% | $4,851-9.5% | $5,016-12.4% |
| Admin fee / account holder | $0 | $107-100.0% | $8,254-100.0% | $145-100.0% |