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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,383 | $65,125-84.1% | $143,797-92.8% | $66,949-84.5% |
| Participation rate | 99.4% | 65.2%+34.2pp | 80.3%+19.0pp | 69.8%+29.5pp |
| Annual return | -11.96% | -11.13%-0.8pp | -0.04%-11.9pp | 1.57%-13.5pp |
| Employer contribution / active EE | $1,244 | $2,362-47.3% | $4,952-74.9% | $2,545-51.1% |
| Participant deferral / active EE | $444 | $2,920-84.8% | $5,638-92.1% | $4,239-89.5% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |