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Annual investment return 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 | $6,409 | $89,225-92.8% | $133,698-95.2% | $74,478-91.4% |
| Participation rate | 95.4% | 69.4%+25.9pp | 76.4%+19.0pp | 67.2%+28.1pp |
| Annual return | -27.17% | 22.76%-49.9pp | 580.90%-608.1pp | 1370.56%-1397.7pp |
| Employer contribution / active EE | $2,782 | $2,816-1.2% | $4,218-34.0% | $2,626+5.9% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,016-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,703-100.0% | $1,946-100.0% |