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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 | $22,891 | $155,795-85.3% | $136,298-83.2% | $69,631-67.1% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 70.7%+27.2pp |
| Annual return | 10.30% | 232464.33%-232454.0pp | 5156.27%-5146.0pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $2,044 | $2,991-31.7% | $4,696-56.5% | $2,032+0.6% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |