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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 | $26,391 | $91,424-71.1% | $135,942-80.6% | $71,495-63.1% |
| Participation rate | 97.7% | 75.7%+22.1pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | 3.96% | 29.90%-25.9pp | 68.28%-64.3pp | 28.85%-24.9pp |
| Employer contribution / active EE | $3,505 | $3,704-5.4% | $4,858-27.8% | $2,589+35.4% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,764-100.0% | $1,588-100.0% |