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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 | $6,768 | $50,919-86.7% | $155,556-95.6% | $77,762-91.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 9.71% | 34.84%-25.1pp | 64.84%-55.1pp | 31.27%-21.6pp |
| Employer contribution / active EE | $368 | $1,991-81.5% | $4,675-92.1% | $2,728-86.5% |
| Participant deferral / active EE | $1,012 | $2,824-64.2% | $5,631-82.0% | $4,651-78.3% |
| Admin fee / account holder | $42 | $437-90.5% | $15,885-99.7% | $433-90.4% |