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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 | $35,682 | $101,591-64.9% | $147,096-75.7% | $74,429-52.1% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 94.78% | 8746.45%-8651.7pp | 419.75%-325.0pp | 1368.38%-1273.6pp |
| Employer contribution / active EE | $18,183 | $3,813+376.9% | $4,936+268.4% | $2,625+592.7% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |