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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 | $3,739 | $51,466-92.7% | $78,778-95.3% | $62,293-94.0% |
| Participation rate | 97.0% | 59.8%+37.2pp | 69.2%+27.8pp | 69.5%+27.5pp |
| Annual return | 7.67% | 19.96%-12.3pp | 35.62%-28.0pp | 28.90%-21.2pp |
| Employer contribution / active EE | $507 | $827-38.7% | $1,986-74.4% | $2,042-75.2% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |