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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 | $26,932 | $101,591-73.5% | $147,096-81.7% | $74,429-63.8% |
| Participation rate | 97.9% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.7pp |
| Annual return | 2.83% | 8746.45%-8743.6pp | 419.75%-416.9pp | 1368.38%-1365.6pp |
| Employer contribution / active EE | $3,518 | $3,813-7.7% | $4,936-28.7% | $2,625+34.0% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |