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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 | $36,438 | $110,282-67.0% | $102,434-64.4% | $199,960-81.8% |
| Participation rate | 99.5% | 86.3%+13.2pp | 76.5%+23.0pp | 72.0%+27.5pp |
| Annual return | 6.19% | 35.75%-29.6pp | 29.46%-23.3pp | 34.28%-28.1pp |
| Employer contribution / active EE | $3,757 | $3,603+4.3% | $3,023+24.3% | $3,036+23.8% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,055-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,462-100.0% | $269-100.0% |