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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 | $47,001 | $48,314-2.7% | $67,561-30.4% | $80,925-41.9% |
| Participation rate | 91.4% | 66.4%+25.0pp | 72.9%+18.5pp | 67.7%+23.7pp |
| Annual return | 16.95% | 18.28%-1.3pp | 3525.44%-3508.5pp | 35.65%-18.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,924 | $2,927+34.1% | $4,003-2.0% | $4,299-8.7% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |