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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 | $20,662 | $72,352-71.4% | $142,516-85.5% | $71,529-71.1% |
| Participation rate | 99.1% | 71.7%+27.4pp | 76.8%+22.4pp | 67.9%+31.2pp |
| Annual return | 4.64% | 21.17%-16.5pp | 20.03%-15.4pp | 28.97%-24.3pp |
| Employer contribution / active EE | $1,522 | $3,800-60.0% | $4,849-68.6% | $2,590-41.2% |
| Participant deferral / active EE | $0 | $5,288-100.0% | $6,280-100.0% | $4,291-100.0% |
| Admin fee / account holder | $15 | $1,438-99.0% | $10,008-99.9% | $1,588-99.1% |