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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 | $26,939 | $83,427-67.7% | $115,756-76.7% | $68,490-60.7% |
| Participation rate | 96.6% | 71.9%+24.7pp | 77.1%+19.5pp | 67.9%+28.7pp |
| Annual return | 12.95% | -10.95%+23.9pp | 143.14%-130.2pp | -7.85%+20.8pp |
| Employer contribution / active EE | $6,126 | $3,075+99.2% | $3,793+61.5% | $2,597+135.9% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,708-100.0% | $8,124-100.0% | $5,403-100.0% |