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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 | $29,189 | $81,494-64.2% | $133,978-78.2% | $73,497-60.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 9.13% | 19.40%-10.3pp | 45.10%-36.0pp | 28.51%-19.4pp |
| Employer contribution / active EE | $2,683 | $2,210+21.4% | $3,919-31.5% | $2,270+18.2% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $58 | $713-91.8% | $8,930-99.3% | $513-88.7% |