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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 | $21,498 | $49,138-56.2% | $84,023-74.4% | $65,186-67.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 8.30% | 23.00%-14.7pp | 71.32%-63.0pp | 29.39%-21.1pp |
| Employer contribution / active EE | $513 | $914-43.9% | $1,984-74.2% | $2,177-76.4% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $14 | $543-97.4% | $6,102-99.8% | $847-98.3% |