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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 | $86,835 | $81,494+6.6% | $133,978-35.2% | $73,497+18.1% |
| Participation rate | 99.1% | 76.4%+22.7pp | 79.8%+19.3pp | 70.7%+28.4pp |
| Annual return | -33.38% | 19.40%-52.8pp | 45.10%-78.5pp | 28.51%-61.9pp |
| Employer contribution / active EE | $4,903 | $2,210+121.9% | $3,919+25.1% | $2,270+116.0% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |