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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 | $20,505 | $99,957-79.5% | $149,745-86.3% | $73,497-72.1% |
| Participation rate | 96.3% | 75.7%+20.6pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 6.87% | 53.87%-47.0pp | 276.72%-269.9pp | 28.51%-21.6pp |
| Employer contribution / active EE | $4,893 | $3,191+53.3% | $4,646+5.3% | $2,270+115.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $551-99.6% | $9,312-100.0% | $513-99.5% |