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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $78,395 | $66,302+18.2% | $110,243-28.9% | $56,289+39.3% |
| Participation rate | 95.6% | 74.9%+20.6pp | 79.8%+15.7pp | 69.9%+25.7pp |
| Annual return | -8.06% | -1.18%-6.9pp | 314.76%-322.8pp | -9.96%+1.9pp |
| Employer contribution / active EE | $4,825 | $2,047+135.7% | $3,827+26.1% | $2,111+128.6% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |