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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 | $13,896 | $39,819-65.1% | $67,834-79.5% | $57,658-75.9% |
| Participation rate | 97.6% | 61.2%+36.4pp | 68.8%+28.8pp | 70.2%+27.4pp |
| Annual return | 0.75% | 9.19%-8.4pp | 138.47%-137.7pp | 5.13%-4.4pp |
| Employer contribution / active EE | $1,609 | $1,277+26.0% | $2,403-33.1% | $1,974-18.5% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $84-100.0% | $4,622-100.0% | $95-100.0% |