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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 | $7,870 | $53,216-85.2% | $155,534-94.9% | $199,960-96.1% |
| Participation rate | 95.1% | 64.1%+31.0pp | 78.2%+16.8pp | 72.0%+23.1pp |
| Annual return | 0.05% | 41.18%-41.1pp | 64.92%-64.9pp | 34.28%-34.2pp |
| Employer contribution / active EE | $564 | $1,848-69.5% | $4,675-87.9% | $3,036-81.4% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,900-100.0% | $269-100.0% |