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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 | $18,293 | $54,573-66.5% | $90,970-79.9% | $73,497-75.1% |
| Participation rate | 89.2% | 61.2%+28.1pp | 69.0%+20.2pp | 70.7%+18.5pp |
| Annual return | 3.08% | 16.69%-13.6pp | 134.60%-131.5pp | 28.51%-25.4pp |
| Employer contribution / active EE | $513 | $991-48.3% | $2,122-75.8% | $2,270-77.4% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $521-98.7% | $5,961-99.9% | $513-98.7% |