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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 | $249,639 | $42,396+488.8% | $67,313+270.9% | $56,289+343.5% |
| Participation rate | 99.2% | 61.0%+38.2pp | 69.1%+30.1pp | 69.9%+29.3pp |
| Annual return | -4.13% | -36.63%+32.5pp | -4.08%0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $6,681 | $1,414+372.7% | $2,566+160.4% | $2,111+216.5% |
| Participant deferral / active EE | $10,625 | $2,360+350.3% | $3,568+197.8% | $3,350+217.2% |
| Admin fee / account holder | $2 | $510-99.5% | $4,507-99.9% | $521-99.5% |