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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 | $28,772 | $71,192-59.6% | $117,861-75.6% | $62,293-53.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.31% | 18.66%-6.3pp | 335.11%-322.8pp | 28.90%-16.6pp |
| Employer contribution / active EE | $792 | $1,934-59.0% | $3,786-79.1% | $2,042-61.2% |
| Participant deferral / active EE | $3,683 | $3,189+15.5% | $4,482-17.8% | $3,169+16.2% |
| Admin fee / account holder | $158 | $587-73.1% | $8,021-98.0% | $479-67.0% |