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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 | $45,769 | $73,988-38.1% | $96,538-52.6% | $75,177-39.1% |
| Participation rate | 89.4% | 66.4%+23.0pp | 74.3%+15.1pp | 67.2%+22.2pp |
| Annual return | 15.46% | 26.73%-11.3pp | 35.74%-20.3pp | 160.75%-145.3pp |
| Employer contribution / active EE | $13,483 | $2,930+360.1% | $3,740+260.5% | $2,671+404.8% |
| Participant deferral / active EE | $2,046 | $3,660-44.1% | $4,880-58.1% | $4,126-50.4% |
| Admin fee / account holder | $92 | $5,220-98.2% | $6,737-98.6% | $5,651-98.4% |