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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 | $24,870 | $84,936-70.7% | $111,303-77.7% | $79,393-68.7% |
| Participation rate | 92.4% | 75.9%+16.6pp | 77.3%+15.1pp | 70.7%+21.7pp |
| Annual return | 11.51% | 17.45%-5.9pp | 54.66%-43.2pp | 116.87%-105.4pp |
| Employer contribution / active EE | $1,769 | $1,979-10.6% | $2,731-35.2% | $2,428-27.1% |
| Participant deferral / active EE | $2,530 | $3,888-34.9% | $4,487-43.6% | $4,046-37.5% |
| Admin fee / account holder | $30 | $537-94.5% | $7,966-99.6% | $627-95.3% |