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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 | $10,249 | $77,523-86.8% | $100,383-89.8% | $80,874-87.3% |
| Participation rate | 96.8% | 77.0%+19.9pp | 81.5%+15.3pp | 67.6%+29.2pp |
| Annual return | 3.36% | 37.21%-33.8pp | 49.26%-45.9pp | 35.62%-32.3pp |
| Employer contribution / active EE | $819 | $2,801-70.8% | $3,944-79.2% | $2,756-70.3% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $5,899-100.0% | $7,900-100.0% | $6,935-100.0% |