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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 | $38,198 | $77,677-50.8% | $109,173-65.0% | $79,391-51.9% |
| Participation rate | 88.6% | 67.8%+20.8pp | 75.9%+12.7pp | 70.7%+17.9pp |
| Annual return | 11.84% | 23.44%-11.6pp | 25.75%-13.9pp | 116.88%-105.0pp |
| Employer contribution / active EE | $9,344 | $2,798+233.9% | $3,723+151.0% | $2,428+284.9% |
| Participant deferral / active EE | $1,137 | $3,517-67.7% | $4,654-75.6% | $4,046-71.9% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |