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Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,807 | $86,655-31.0% | $119,622-50.0% | $66,938-10.7% |
| Participation rate | 98.2% | 75.6%+22.6pp | 79.3%+18.9pp | 69.8%+28.3pp |
| Annual return | -6.47% | -8.00%+1.5pp | -14.98%+8.5pp | 1.58%-8.1pp |
| Employer contribution / active EE | $817 | $2,536-67.8% | $4,232-80.7% | $2,545-67.9% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,328-100.0% | $594-100.0% |