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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 | $28,817 | $82,972-65.3% | $103,374-72.1% | $77,671-62.9% |
| Participation rate | 97.7% | 71.5%+26.2pp | 74.5%+23.2pp | 70.6%+27.1pp |
| Annual return | 0.34% | 19.14%-18.8pp | 24.89%-24.5pp | 31.21%-30.9pp |
| Employer contribution / active EE | $13,127 | $3,554+269.3% | $3,869+239.3% | $2,726+381.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |