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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 | $186,765 | $69,383+169.2% | $101,275+84.4% | $73,497+154.1% |
| Participation rate | 86.2% | 68.4%+17.9pp | 75.8%+10.4pp | 70.7%+15.6pp |
| Annual return | 15.91% | 18.46%-2.5pp | 46.48%-30.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $4,959 | $2,628+88.7% | $3,660+35.5% | $2,270+118.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $704-99.7% | $5,948-100.0% | $513-99.6% |