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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 | $40,036 | $122,042-67.2% | $184,260-78.3% | $74,459-46.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 5.92% | 19.91%-14.0pp | 28.84%-22.9pp | 1369.70%-1363.8pp |
| Employer contribution / active EE | $2,336 | $4,537-48.5% | $6,427-63.6% | $2,626-11.0% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,898-100.0% | $1,945-100.0% |