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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 | $25,256 | $64,176-60.6% | $112,263-77.5% | $66,949-62.3% |
| Participation rate | 93.0% | 68.4%+24.5pp | 75.1%+17.9pp | 69.8%+23.2pp |
| Annual return | -19.52% | -13.80%-5.7pp | 27.49%-47.0pp | 1.57%-21.1pp |
| Employer contribution / active EE | $7,530 | $3,007+150.4% | $3,636+107.1% | $2,545+195.8% |
| Participant deferral / active EE | $911 | $3,694-75.3% | $4,729-80.7% | $4,239-78.5% |
| Admin fee / account holder | $123 | $626-80.4% | $6,410-98.1% | $594-79.3% |