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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 | $100,868-73.4% | $90,414-70.3% | $158,931-83.1% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.1pp | 82.0%+12.8pp |
| Annual return | 16.63% | 1724.58%-1707.9pp | 1293.19%-1276.6pp | 302.86%-286.2pp |
| Employer contribution / active EE | $2,679 | $3,689-27.4% | $3,262-17.9% | $4,761-43.7% |
| Participant deferral / active EE | $1,572 | $4,348-63.8% | $3,963-60.3% | $5,982-73.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,611-100.0% | $11,247-100.0% |