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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 | $11,189 | $73,034-84.7% | $76,891-85.4% | $80,187-86.0% |
| Participation rate | 91.1% | 78.1%+13.0pp | 69.6%+21.5pp | 72.9%+18.2pp |
| Annual return | 1.08% | 18.56%-17.5pp | 37.91%-36.8pp | 40.40%-39.3pp |
| Employer contribution / active EE | $867 | $2,779-68.8% | $2,534-65.8% | $2,980-70.9% |
| Participant deferral / active EE | $0 | $4,140-100.0% | $3,833-100.0% | $5,016-100.0% |
| Admin fee / account holder | $3 | $104-96.9% | $5,488-99.9% | $145-97.8% |