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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 | $79,409 | $46,173+72.0% | $170,435-53.4% | $69,631+14.0% |
| Participation rate | 76.2% | 63.9%+12.3pp | 83.6%-7.4pp | 70.7%+5.5pp |
| Annual return | 26.13% | 21.62%+4.5pp | 205.94%-179.8pp | 27571.02%-27544.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,160 | $2,080+100.0% | $4,939-15.8% | $3,224+29.1% |
| Admin fee / account holder | $11 | $116-90.6% | $13,881-99.9% | $110-90.1% |