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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 | $14,614 | $74,552-80.4% | $63,018-76.8% | $69,631-79.0% |
| Participation rate | 84.4% | 78.3%+6.2pp | 74.8%+9.6pp | 70.7%+13.8pp |
| Annual return | 2.23% | 15.77%-13.5pp | 87.62%-85.4pp | 27571.02%-27568.8pp |
| Employer contribution / active EE | $1,720 | $2,929-41.3% | $2,761-37.7% | $2,032-15.3% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |