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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 | $58,538 | $72,177-18.9% | $115,037-49.1% | $59,633-1.8% |
| Participation rate | 90.1% | 72.6%+17.6pp | 81.4%+8.7pp | 68.7%+21.4pp |
| Annual return | -2.01% | 12.02%-14.0pp | 26.14%-28.2pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $6,773 | $2,841+138.4% | $4,608+47.0% | $2,203+207.5% |
| Participant deferral / active EE | $5,403 | $4,783+13.0% | $6,026-10.3% | $3,192+69.3% |
| Admin fee / account holder | $2 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |