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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 | $24,791 | $91,474-72.9% | $135,982-81.8% | $71,529-65.3% |
| Participation rate | 86.4% | 75.7%+10.8pp | 81.9%+4.5pp | 67.9%+18.5pp |
| Annual return | 7.13% | 29.89%-22.8pp | 68.32%-61.2pp | 28.97%-21.8pp |
| Employer contribution / active EE | $1,538 | $3,705-58.5% | $4,859-68.4% | $2,590-40.6% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |