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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 | $100,017 | $65,582+52.5% | $64,101+56.0% | $71,511+39.9% |
| Participation rate | 90.4% | 73.2%+17.2pp | 72.3%+18.1pp | 67.9%+22.5pp |
| Annual return | 12.92% | 18.96%-6.0pp | 33.72%-20.8pp | 28.86%-15.9pp |
| Employer contribution / active EE | $1,650 | $2,671-38.2% | $2,749-40.0% | $2,589-36.3% |
| Participant deferral / active EE | $2,452 | $3,628-32.4% | $3,881-36.8% | $4,291-42.8% |
| Admin fee / account holder | $15 | $616-97.6% | $3,070-99.5% | $1,588-99.1% |