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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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,922 | $66,319-89.6% | $93,621-92.6% | $65,186-89.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | -7.47% | 42.59%-50.1pp | 32.76%-40.2pp | 29.39%-36.9pp |
| Employer contribution / active EE | $496 | $2,013-75.4% | $2,719-81.8% | $2,177-77.2% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $11 | $6,900-99.8% | $7,890-99.9% | $847-98.7% |