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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 | $19,796 | $84,685-76.6% | $73,836-73.2% | $125,389-84.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.55% | 3123.80%-3122.3pp | 2268.06%-2266.5pp | 282.24%-280.7pp |
| Employer contribution / active EE | $2,193 | $3,123-29.8% | $2,787-21.3% | $4,866-54.9% |
| Participant deferral / active EE | $2,063 | $3,993-48.3% | $3,583-42.4% | $5,352-61.4% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |