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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 | $21,066 | $84,948-75.2% | $70,494-70.1% | $73,412-71.3% |
| Participation rate | 84.1% | 79.9%+4.1pp | 75.1%+9.0pp | 72.2%+11.9pp |
| Annual return | 3.94% | 13.39%-9.4pp | 109.16%-105.2pp | 59.30%-55.4pp |
| Employer contribution / active EE | $2,125 | $2,834-25.0% | $2,738-22.4% | $2,234-4.9% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,711-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $3,848-100.0% | $158-100.0% |