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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 | $17,528 | $58,344-70.0% | $98,483-82.2% | $86,821-79.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 11.05% | 43.47%-32.4pp | 1494.38%-1483.3pp | 97.94%-86.9pp |
| Employer contribution / active EE | $1,562 | $2,008-22.2% | $2,961-47.2% | $2,406-35.1% |
| Participant deferral / active EE | $1,262 | $3,156-60.0% | $4,276-70.5% | $4,132-69.4% |
| Admin fee / account holder | $4 | $138-97.1% | $5,953-99.9% | $170-97.7% |