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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 | $5,126 | $41,150-87.5% | $80,627-93.6% | $71,511-92.8% |
| Participation rate | 98.9% | 50.3%+48.6pp | 67.0%+31.8pp | 67.9%+30.9pp |
| Annual return | 9.12% | 38.48%-29.4pp | 936.76%-927.6pp | 28.86%-19.7pp |
| Employer contribution / active EE | $725 | $1,515-52.1% | $2,723-73.4% | $2,589-72.0% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,381-100.0% | $1,588-100.0% |