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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 | $34,753 | $185,342-81.2% | $111,306-68.8% | $86,821-60.0% |
| Participation rate | 98.6% | 81.0%+17.6pp | 77.3%+21.3pp | 72.3%+26.3pp |
| Annual return | 4.99% | 500.80%-495.8pp | 54.67%-49.7pp | 97.94%-92.9pp |
| Employer contribution / active EE | $1,480 | $2,246-34.1% | $2,732-45.8% | $2,406-38.5% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |