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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 | $60,735 | $75,388-19.4% | $123,552-50.8% | $55,725+9.0% |
| Participation rate | 93.8% | 75.7%+18.1pp | 82.3%+11.5pp | 70.9%+22.9pp |
| Annual return | 13.52% | 4.48%+9.0pp | 119.20%-105.7pp | 244.93%-231.4pp |
| Employer contribution / active EE | $1,823 | $3,063-40.5% | $4,628-60.6% | $2,078-12.3% |
| Participant deferral / active EE | $2,556 | $5,651-54.8% | $6,426-60.2% | $3,356-23.8% |
| Admin fee / account holder | $0 | $120-100.0% | $9,285-100.0% | $115-100.0% |