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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 | $26,059 | $79,223-67.1% | $102,460-74.6% | $74,478-65.0% |
| Participation rate | 99.1% | 74.8%+24.4pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 3.70% | 54.98%-51.3pp | 29.47%-25.8pp | 1370.56%-1366.9pp |
| Employer contribution / active EE | $3,002 | $2,363+27.0% | $3,025-0.8% | $2,626+14.3% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |