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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 | $23,370 | $79,438-70.6% | $106,554-78.1% | $79,389-70.6% |
| Participation rate | 99.3% | 74.2%+25.2pp | 76.1%+23.2pp | 70.7%+28.6pp |
| Annual return | 8.76% | 18.27%-9.5pp | 26.80%-18.0pp | 116.89%-108.1pp |
| Employer contribution / active EE | $2,280 | $2,235+2.0% | $2,819-19.1% | $2,428-6.1% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-99.9% | $7,408-100.0% | $626-99.9% |