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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 | $29,927 | $46,732-36.0% | $156,551-80.9% | $55,167-45.8% |
| Participation rate | 92.5% | 65.8%+26.7pp | 84.0%+8.4pp | 69.0%+23.5pp |
| Annual return | 42.05% | 17.72%+24.3pp | 32.23%+9.8pp | 169.23%-127.2pp |
| Employer contribution / active EE | $4,874 | $2,105+131.5% | $5,501-11.4% | $1,963+148.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |