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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 | $6,877 | $73,019-90.6% | $90,766-92.4% | $68,490-90.0% |
| Participation rate | 98.9% | 70.8%+28.0pp | 75.7%+23.2pp | 67.9%+31.0pp |
| Annual return | -0.95% | -13.81%+12.9pp | -12.16%+11.2pp | -7.85%+6.9pp |
| Employer contribution / active EE | $724 | $2,193-67.0% | $2,922-75.2% | $2,597-72.1% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $22 | $5,897-99.6% | $8,446-99.7% | $5,403-99.6% |