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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 | $41,444 | $129,227-67.9% | $184,256-77.5% | $77,762-46.7% |
| Participation rate | 99.5% | 87.4%+12.1pp | 86.8%+12.6pp | 70.6%+28.9pp |
| Annual return | 5.28% | 33.24%-28.0pp | 28.85%-23.6pp | 31.27%-26.0pp |
| Employer contribution / active EE | $3,338 | $4,412-24.3% | $6,427-48.1% | $2,728+22.4% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,899-100.0% | $433-100.0% |