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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 | $80,406 | $46,360+73.4% | $147,617-45.5% | $52,331+53.7% |
| Participation rate | 73.6% | 64.9%+8.6pp | 84.6%-11.0pp | 68.1%+5.5pp |
| Annual return | 1.21% | 1.62%-0.4pp | 61.98%-60.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,631 | $2,258+105.1% | $4,895-5.4% | $3,022+53.2% |
| Admin fee / account holder | $14 | $766-98.2% | $11,612-99.9% | $592-97.7% |