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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 | $9,126 | $76,371-88.1% | $93,621-90.3% | $72,975-87.5% |
| Participation rate | 96.5% | 71.8%+24.7pp | 75.8%+20.6pp | 69.5%+27.0pp |
| Annual return | 1.17% | 25.82%-24.6pp | 32.76%-31.6pp | 81.01%-79.8pp |
| Employer contribution / active EE | $1,176 | $2,276-48.3% | $2,719-56.7% | $2,440-51.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |