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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 | $29,575 | $52,678-43.9% | $75,784-61.0% | $59,633-50.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 5.78% | 2.95%+2.8pp | 9.68%-3.9pp | 2041.45%-2035.7pp |
| Employer contribution / active EE | $4,594 | $2,193+109.4% | $3,323+38.2% | $2,203+108.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |