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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 | $133,132 | $70,917+87.7% | $98,916+34.6% | $73,493+81.1% |
| Participation rate | 96.5% | 73.8%+22.7pp | 76.0%+20.5pp | 70.7%+25.8pp |
| Annual return | 28.68% | 34.18%-5.5pp | 196.45%-167.8pp | 28.51%+0.2pp |
| Employer contribution / active EE | $8,452 | $2,037+314.9% | $2,689+214.3% | $2,270+272.3% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |