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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 | $28,478 | $92,766-69.3% | $82,763-65.6% | $134,545-78.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.12% | 946.97%-963.1pp | 702.45%-718.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $3,083 | $3,273-5.8% | $3,008+2.5% | $4,742-35.0% |
| Participant deferral / active EE | $3,202 | $4,802-33.3% | $4,395-27.2% | $6,401-50.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |