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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 | $78,740 | $75,388+4.4% | $123,553-36.3% | $55,725+41.3% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.3%+15.2pp | 70.9%+26.6pp |
| Annual return | 10.32% | 4.48%+5.8pp | 119.21%-108.9pp | 244.93%-234.6pp |
| Employer contribution / active EE | $4,310 | $3,063+40.7% | $4,628-6.9% | $2,078+107.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |