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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 | $6,762 | $80,705-91.6% | $115,768-94.2% | $67,986-90.1% |
| Participation rate | 98.4% | 63.0%+35.5pp | 74.4%+24.0pp | 57.2%+41.2pp |
| Annual return | 8.19% | 18.49%-10.3pp | 100.46%-92.3pp | 31.67%-23.5pp |
| Employer contribution / active EE | $631 | $2,046-69.2% | $2,940-78.5% | $2,019-68.7% |
| Participant deferral / active EE | $0 | $3,559-100.0% | $4,917-100.0% | $3,358-100.0% |
| Admin fee / account holder | $6 | $4,135-99.9% | $12,439-100.0% | $3,203-99.8% |