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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 | $8,824 | $57,541-84.7% | $95,728-90.8% | $75,181-88.3% |
| Participation rate | 98.9% | 62.5%+36.4pp | 72.3%+26.6pp | 67.2%+31.7pp |
| Annual return | 0.74% | 34.93%-34.2pp | 28.40%-27.7pp | 160.69%-159.9pp |
| Employer contribution / active EE | $568 | $1,808-68.6% | $2,835-80.0% | $2,671-78.7% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,126-100.0% |
| Admin fee / account holder | $42 | $4,099-99.0% | $5,673-99.3% | $5,650-99.3% |