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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 | $13,469 | $94,833-85.8% | $75,731-82.2% | $86,821-84.5% |
| Participation rate | 99.7% | 79.1%+20.6pp | 74.8%+24.9pp | 72.3%+27.4pp |
| Annual return | 1.66% | 16.91%-15.2pp | 104.65%-103.0pp | 97.94%-96.3pp |
| Employer contribution / active EE | $2,351 | $2,904-19.1% | $2,743-14.3% | $2,406-2.3% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $109-100.0% | $3,620-100.0% | $170-100.0% |