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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 | $70,093 | $52,884+32.5% | $84,753-17.3% | $55,167+27.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 0.43% | 18.03%-17.6pp | 22.78%-22.4pp | 169.23%-168.8pp |
| Employer contribution / active EE | $4,040 | $2,233+80.9% | $3,574+13.0% | $1,963+105.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $3 | $581-99.5% | $5,333-99.9% | $504-99.4% |