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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 | $88,754-53.7% | $81,820-49.8% | $145,877-71.8% |
| Participation rate | 95.8% | 75.1%+20.8pp | 72.4%+23.4pp | 80.3%+15.5pp |
| Annual return | 10.54% | 1031.77%-1021.2pp | 777.93%-767.4pp | 551.28%-540.7pp |
| Employer contribution / active EE | $3,055 | $3,085-1.0% | $2,915+4.8% | $4,663-34.5% |
| Participant deferral / active EE | $3,621 | $4,648-22.1% | $4,323-16.2% | $6,691-45.9% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |