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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 | $36,238 | $51,223-29.3% | $82,763-56.2% | $66,949-45.9% |
| Participation rate | 97.4% | 67.9%+29.5pp | 72.6%+24.9pp | 69.8%+27.6pp |
| Annual return | -6.17% | -9.85%+3.7pp | 702.45%-708.6pp | 1.57%-7.7pp |
| Employer contribution / active EE | $6,250 | $2,611+139.4% | $3,008+107.8% | $2,545+145.6% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |