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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 | $63,910 | $49,177+30.0% | $79,466-19.6% | $64,173-0.4% |
| Participation rate | 82.1% | 65.0%+17.1pp | 73.3%+8.8pp | 69.6%+12.5pp |
| Annual return | -4.51% | -1.16%-3.4pp | 718.28%-722.8pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,676 | $2,076+125.2% | $2,800+67.0% | $2,381+96.4% |
| Participant deferral / active EE | $7,067 | $2,821+150.5% | $3,704+90.8% | $3,470+103.7% |
| Admin fee / account holder | $223 | $3,839-94.2% | $5,104-95.6% | $4,887-95.4% |