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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 | $44,085 | $122,042-63.9% | $184,243-76.1% | $74,429-40.8% |
| Participation rate | 97.5% | 85.5%+12.0pp | 86.8%+10.6pp | 67.2%+30.2pp |
| Annual return | 5.27% | 19.91%-14.6pp | 28.82%-23.5pp | 1368.38%-1363.1pp |
| Employer contribution / active EE | $2,039 | $4,538-55.1% | $6,427-68.3% | $2,625-22.3% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,914-100.0% | $1,944-100.0% |