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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,688 | $60,139+5.9% | $90,461-29.6% | $79,856-20.2% |
| Participation rate | 85.5% | 65.0%+20.5pp | 72.7%+12.8pp | 69.6%+15.9pp |
| Annual return | 12.58% | 71.96%-59.4pp | 1294.76%-1282.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,139 | $2,069-45.0% | $3,264-65.1% | $2,471-53.9% |
| Participant deferral / active EE | $4,077 | $2,939+38.7% | $3,964+2.8% | $3,741+9.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |