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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 | $24,382 | $99,957-75.6% | $149,730-83.7% | $73,493-66.8% |
| Participation rate | 80.6% | 75.7%+4.9pp | 82.5%-1.9pp | 70.7%+9.9pp |
| Annual return | 4.85% | 53.87%-49.0pp | 276.70%-271.9pp | 28.51%-23.7pp |
| Employer contribution / active EE | $2,512 | $3,191-21.3% | $4,645-45.9% | $2,270+10.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |