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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 | $46,918 | $129,159-63.7% | $184,243-74.5% | $77,714-39.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | -0.55% | 33.22%-33.8pp | 28.82%-29.4pp | 31.26%-31.8pp |
| Employer contribution / active EE | $4,336 | $4,410-1.7% | $6,427-32.5% | $2,727+59.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,914-100.0% | $433-100.0% |