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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 | $13,486 | $73,404-81.6% | $87,103-84.5% | $67,582-80.0% |
| Participation rate | 95.3% | 80.9%+14.4pp | 76.9%+18.4pp | 71.3%+24.0pp |
| Annual return | 14.35% | 48.29%-33.9pp | 28.19%-13.8pp | 378.57%-364.2pp |
| Employer contribution / active EE | $1,875 | $2,014-6.9% | $2,521-25.6% | $2,148-12.7% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |