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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 | $26,860 | $100,938-73.4% | $90,461-70.3% | $158,982-83.1% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.0pp | 82.0%+12.8pp |
| Annual return | 16.63% | 1727.20%-1710.6pp | 1294.76%-1278.1pp | 302.99%-286.4pp |
| Employer contribution / active EE | $2,679 | $3,691-27.4% | $3,264-17.9% | $4,763-43.7% |
| Participant deferral / active EE | $1,572 | $4,350-63.9% | $3,964-60.3% | $5,983-73.7% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |