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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 | $10,758 | $91,439-88.2% | $135,974-92.1% | $71,511-85.0% |
| Participation rate | 99.4% | 75.7%+23.8pp | 81.9%+17.5pp | 67.9%+31.5pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.30%-68.3pp | 28.86%-28.9pp |
| Employer contribution / active EE | $16,745 | $3,705+352.0% | $4,859+244.6% | $2,589+546.7% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |