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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 | $50,454 | $58,895-14.3% | $178,503-71.7% | $73,497-31.4% |
| Participation rate | 91.1% | 66.2%+24.9pp | 81.9%+9.2pp | 70.7%+20.4pp |
| Annual return | 11.32% | 24.86%-13.5pp | 151.12%-139.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $3,105 | $2,236+38.9% | $5,011-38.0% | $2,270+36.8% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |