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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 | $79,181-67.1% | $102,423-74.6% | $74,429-65.0% |
| Participation rate | 99.1% | 74.8%+24.4pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 3.70% | 54.97%-51.3pp | 29.42%-25.7pp | 1368.38%-1364.7pp |
| Employer contribution / active EE | $3,002 | $2,362+27.1% | $3,023-0.7% | $2,625+14.4% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |