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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 | $43,985 | $58,888-25.3% | $178,499-75.4% | $73,493-40.1% |
| Participation rate | 92.4% | 66.2%+26.2pp | 81.9%+10.5pp | 70.7%+21.7pp |
| Annual return | 11.91% | 24.86%-13.0pp | 151.10%-139.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,101 | $2,236-6.1% | $5,011-58.1% | $2,270-7.5% |
| Participant deferral / active EE | $2,164 | $2,568-15.7% | $5,202-58.4% | $3,740-42.1% |
| Admin fee / account holder | $28 | $400-92.9% | $13,986-99.8% | $513-94.5% |