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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 | $21,530 | $93,010-76.9% | $96,538-77.7% | $74,473-71.1% |
| Participation rate | 99.0% | 71.6%+27.4pp | 74.3%+24.6pp | 70.7%+28.2pp |
| Annual return | 4.45% | 37.50%-33.0pp | 35.74%-31.3pp | 34.36%-29.9pp |
| Employer contribution / active EE | $2,162 | $3,427-36.9% | $3,740-42.2% | $2,638-18.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $15 | $633-97.7% | $6,737-99.8% | $347-95.8% |