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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 | $27,974 | $93,182-70.0% | $146,643-80.9% | $79,391-64.8% |
| Participation rate | 98.8% | 76.4%+22.3pp | 80.1%+18.7pp | 70.7%+28.0pp |
| Annual return | 4.15% | 21.61%-17.5pp | 22.75%-18.6pp | 116.88%-112.7pp |
| Employer contribution / active EE | $3,176 | $2,420+31.2% | $4,137-23.2% | $2,428+30.8% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $49 | $585-91.6% | $10,280-99.5% | $627-92.2% |