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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 | $24,851 | $122,042-79.6% | $184,243-86.5% | $74,429-66.6% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 1.01% | 19.91%-18.9pp | 28.82%-27.8pp | 1368.38%-1367.4pp |
| Employer contribution / active EE | $6,471 | $4,538+42.6% | $6,427+0.7% | $2,625+146.5% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,914-100.0% | $1,944-100.0% |