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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 | $15,799 | $77,677-79.7% | $109,188-85.5% | $79,389-80.1% |
| Participation rate | 89.4% | 67.8%+21.6pp | 75.9%+13.5pp | 70.7%+18.7pp |
| Annual return | 6.22% | 23.44%-17.2pp | 25.76%-19.5pp | 116.89%-110.7pp |
| Employer contribution / active EE | $987 | $2,798-64.7% | $3,723-73.5% | $2,428-59.3% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |