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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 | $83,023-65.3% | $102,437-71.9% | $77,762-62.9% |
| Participation rate | 97.7% | 71.5%+26.2pp | 74.5%+23.2pp | 70.6%+27.1pp |
| Annual return | 0.34% | 19.12%-18.8pp | 24.95%-24.6pp | 31.27%-30.9pp |
| Employer contribution / active EE | $13,127 | $3,552+269.5% | $3,871+239.1% | $2,728+381.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |