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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 | $57,854 | $72,177-19.8% | $115,037-49.7% | $59,633-3.0% |
| Participation rate | 98.9% | 72.6%+26.3pp | 81.4%+17.5pp | 68.7%+30.2pp |
| Annual return | -2.31% | 12.02%-14.3pp | 26.14%-28.5pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $3,666 | $2,841+29.0% | $4,608-20.4% | $2,203+66.4% |
| Participant deferral / active EE | $8,823 | $4,783+84.5% | $6,026+46.4% | $3,192+176.4% |
| Admin fee / account holder | $264 | $4,927-94.6% | $8,175-96.8% | $4,297-93.9% |