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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 | $12,116 | $59,093-79.5% | $97,295-87.5% | $77,762-84.4% |
| Participation rate | 98.3% | 67.8%+30.5pp | 72.7%+25.7pp | 70.6%+27.7pp |
| Annual return | 4.32% | 16.93%-12.6pp | 75.62%-71.3pp | 31.27%-27.0pp |
| Employer contribution / active EE | $1,011 | $1,727-41.5% | $2,723-62.9% | $2,728-62.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $4,264-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $346-100.0% | $5,646-100.0% | $433-100.0% |