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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 | $49,993 | $81,476-38.6% | $102,383-51.2% | $80,925-38.2% |
| Participation rate | 97.4% | 66.8%+30.5pp | 74.5%+22.9pp | 67.7%+29.7pp |
| Annual return | 220.35% | 25.59%+194.8pp | 24.94%+195.4pp | 35.65%+184.7pp |
| Employer contribution / active EE | $20,339 | $3,105+555.1% | $3,870+425.5% | $2,756+637.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |