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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 | $41,086 | $88,710-53.7% | $81,783-49.8% | $145,959-71.9% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.4%+23.5pp | 80.3%+15.5pp |
| Annual return | 10.54% | 1027.26%-1016.7pp | 775.05%-764.5pp | 561.95%-551.4pp |
| Employer contribution / active EE | $3,055 | $3,083-0.9% | $2,913+4.9% | $4,661-34.5% |
| Participant deferral / active EE | $3,621 | $4,645-22.0% | $4,320-16.2% | $6,689-45.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |