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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 | $26,204 | $130,294-79.9% | $170,028-84.6% | $71,495-63.3% |
| Participation rate | 98.2% | 86.2%+12.0pp | 87.0%+11.2pp | 67.9%+30.3pp |
| Annual return | 2.97% | 20.36%-17.4pp | 53.39%-50.4pp | 28.85%-25.9pp |
| Employer contribution / active EE | $1,766 | $4,385-59.7% | $6,788-74.0% | $2,589-31.8% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,409-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,820-100.0% | $1,588-100.0% |