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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 | $77,569-91.3% | $115,599-94.2% | $64,097-89.5% |
| Participation rate | 98.4% | 60.7%+37.8pp | 74.3%+24.1pp | 55.2%+43.2pp |
| Annual return | 8.19% | 18.52%-10.3pp | 111.10%-102.9pp | 34.64%-26.5pp |
| Employer contribution / active EE | $631 | $1,915-67.0% | $2,955-78.6% | $1,891-66.6% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $4,889-100.0% | $3,080-100.0% |
| Admin fee / account holder | $6 | $4,470-99.9% | $12,841-100.0% | $3,454-99.8% |