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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 | $24,630 | $94,833-74.0% | $75,714-67.5% | $86,821-71.6% |
| Participation rate | 87.0% | 79.1%+7.9pp | 74.8%+12.2pp | 72.3%+14.7pp |
| Annual return | 8.53% | 16.91%-8.4pp | 104.62%-96.1pp | 97.94%-89.4pp |
| Employer contribution / active EE | $1,828 | $2,904-37.1% | $2,744-33.4% | $2,406-24.0% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $109-100.0% | $3,619-100.0% | $170-100.0% |