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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 | $99,461 | $48,076+106.9% | $78,690+26.4% | $62,891+58.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.98% | 31.35%-30.4pp | 62.18%-61.2pp | 20.14%-19.2pp |
| Employer contribution / active EE | $2,807 | $2,015+39.3% | $2,851-1.5% | $2,281+23.1% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,511-100.0% | $4,296-100.0% |