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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 | $31,619 | $96,805-67.3% | $153,741-79.4% | $77,762-59.3% |
| Participation rate | 94.0% | 81.6%+12.3pp | 77.1%+16.9pp | 70.6%+23.4pp |
| Annual return | 10.05% | 14.39%-4.3pp | 15.71%-5.7pp | 31.27%-21.2pp |
| Employer contribution / active EE | $5,885 | $5,232+12.5% | $5,042+16.7% | $2,728+115.7% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,757-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $182-99.9% | $12,749-100.0% | $433-100.0% |