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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 | $7,750 | $58,726-86.8% | $92,240-91.6% | $62,293-87.6% |
| Participation rate | 98.4% | 68.3%+30.1pp | 76.5%+21.9pp | 69.5%+28.9pp |
| Annual return | 5.14% | 43.62%-38.5pp | 176.29%-171.2pp | 28.90%-23.8pp |
| Employer contribution / active EE | $2,742 | $2,392+14.6% | $3,680-25.5% | $2,042+34.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |