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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 | $98,434 | $65,322+50.7% | $70,494+39.6% | $73,497+33.9% |
| Participation rate | 91.8% | 77.0%+14.9pp | 75.1%+16.7pp | 70.7%+21.1pp |
| Annual return | 11.77% | 15.71%-3.9pp | 109.16%-97.4pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,587 | $2,460-35.5% | $2,738-42.1% | $2,270-30.1% |
| Participant deferral / active EE | $2,013 | $3,375-40.3% | $3,711-45.7% | $3,740-46.2% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |