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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 | $14,167 | $64,954-78.2% | $115,752-87.8% | $62,293-77.3% |
| Participation rate | 97.4% | 73.0%+24.4pp | 77.8%+19.6pp | 69.5%+27.9pp |
| Annual return | 11.07% | 24.87%-13.8pp | 19.41%-8.3pp | 28.90%-17.8pp |
| Employer contribution / active EE | $633 | $2,344-73.0% | $3,492-81.9% | $2,042-69.0% |
| Participant deferral / active EE | $0 | $3,665-100.0% | $5,204-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $414-100.0% | $6,278-100.0% | $479-100.0% |