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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 | $32,107 | $138,385-76.8% | $184,243-82.6% | $80,925-60.3% |
| Participation rate | 95.4% | 83.9%+11.5pp | 86.8%+8.6pp | 67.7%+27.7pp |
| Annual return | 5.59% | 20.02%-14.4pp | 28.82%-23.2pp | 35.65%-30.1pp |
| Employer contribution / active EE | $2,299 | $4,851-52.6% | $6,427-64.2% | $2,756-16.6% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $31 | $10,489-99.7% | $13,914-99.8% | $6,940-99.6% |