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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 | $24,420 | $76,696-68.2% | $96,515-74.7% | $71,511-65.9% |
| Participation rate | 99.4% | 66.6%+32.8pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 4.03% | 48.32%-44.3pp | 35.73%-31.7pp | 28.86%-24.8pp |
| Employer contribution / active EE | $2,345 | $3,032-22.6% | $3,740-37.3% | $2,589-9.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |