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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 | $11,332 | $63,346-82.1% | $92,240-87.7% | $70,126-83.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.22% | 530.19%-520.0pp | 176.29%-166.1pp | 73.15%-62.9pp |
| Employer contribution / active EE | $3,600 | $2,471+45.7% | $3,680-2.2% | $2,343+53.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19 | $3,841-99.5% | $5,194-99.6% | $4,645-99.6% |