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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 | $28,567 | $109,359-73.9% | $162,177-82.4% | $72,975-60.9% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.4pp |
| Annual return | 12.45% | 25.46%-13.0pp | 115.60%-103.2pp | 81.01%-68.6pp |
| Employer contribution / active EE | $3,627 | $3,907-7.2% | $5,613-35.4% | $2,440+48.7% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |