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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 | $15,307 | $89,652-82.9% | $141,197-89.2% | $65,186-76.5% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.5%+15.9pp | 70.2%+28.2pp |
| Annual return | 7.78% | 32.79%-25.0pp | 71.41%-63.6pp | 29.39%-21.6pp |
| Employer contribution / active EE | $1,639 | $3,065-46.5% | $4,736-65.4% | $2,177-24.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $569-99.6% | $10,265-100.0% | $847-99.7% |