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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 | $30,478 | $109,905-72.3% | $98,506-69.1% | $167,553-81.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.85% | 1960.20%-1947.4pp | 1494.92%-1482.1pp | 478.89%-466.0pp |
| Employer contribution / active EE | $2,894 | $3,226-10.3% | $2,961-2.3% | $4,840-40.2% |
| Participant deferral / active EE | $2,384 | $4,674-49.0% | $4,277-44.3% | $6,343-62.4% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |