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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 | $24,215 | $80,781-70.0% | $102,437-76.4% | $74,478-67.5% |
| Participation rate | 98.1% | 65.7%+32.5pp | 74.5%+23.6pp | 67.2%+30.9pp |
| Annual return | 8.47% | 27.58%-19.1pp | 24.95%-16.5pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $7,475 | $3,160+136.6% | $3,871+93.1% | $2,626+184.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |