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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 | $9,814 | $28,956-66.1% | $71,778-86.3% | $64,824-84.9% |
| Participation rate | 96.7% | 65.2%+31.5pp | 62.3%+34.4pp | 71.5%+25.2pp |
| Annual return | 2.86% | -7.39%+10.2pp | 9.15%-6.3pp | 32.84%-30.0pp |
| Employer contribution / active EE | $839 | $1,159-27.6% | $1,704-50.8% | $2,507-66.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $2,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $2 | $124-98.7% | $3,974-100.0% | $188-99.1% |