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Participant contribution per participant is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,843 | $97,729-28.5% | $83,830-16.7% | $135,379-48.4% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -9.11% | 1287.52%-1296.6pp | 850.97%-860.1pp | 519.79%-528.9pp |
| Employer contribution / active EE | $12,308 | $4,222+191.5% | $3,631+239.0% | $4,779+157.5% |
| Participant deferral / active EE | $308 | $4,683-93.4% | $4,082-92.5% | $5,609-94.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |