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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 | $41,876 | $84,236-50.3% | $170,435-75.4% | $70,126-40.3% |
| Participation rate | 93.5% | 70.8%+22.6pp | 83.6%+9.9pp | 69.5%+23.9pp |
| Annual return | 14.92% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,862 | $3,086-7.3% | $4,939-42.1% | $3,332-14.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |