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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 | $8,958 | $59,804-85.0% | $81,982-89.1% | $79,856-88.8% |
| Participation rate | 98.3% | 61.6%+36.7pp | 69.3%+29.0pp | 69.6%+28.7pp |
| Annual return | 6.66% | 17.56%-10.9pp | 41.31%-34.7pp | 31.71%-25.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,288-100.0% | $5,665-100.0% | $5,306-100.0% |