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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 | $27,842 | $83,045-66.5% | $130,045-78.6% | $71,511-61.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 6.32% | 20.61%-14.3pp | -137.30%+143.6pp | 28.86%-22.5pp |
| Employer contribution / active EE | $2,174 | $2,623-17.1% | $4,321-49.7% | $2,589-16.1% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $98 | $1,727-94.3% | $10,600-99.1% | $1,588-93.8% |