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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 | $14,854 | $59,335-75.0% | $129,031-88.5% | $69,733-78.7% |
| Participation rate | 99.4% | 43.3%+56.1pp | 73.4%+26.1pp | 62.5%+37.0pp |
| Annual return | 7.26% | 19.52%-12.3pp | 34.67%-27.4pp | 15.22%-8.0pp |
| Employer contribution / active EE | $2,356 | $1,639+43.8% | $3,226-27.0% | $2,250+4.7% |
| Participant deferral / active EE | $0 | $2,485-100.0% | $5,217-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $3,940-100.0% | $13,208-100.0% | $3,102-100.0% |