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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 | $74,287 | $46,360+60.2% | $147,617-49.7% | $52,331+42.0% |
| Participation rate | 99.2% | 64.9%+34.2pp | 84.6%+14.6pp | 68.1%+31.1pp |
| Annual return | -1.85% | 1.62%-3.5pp | 61.98%-63.8pp | 4.54%-6.4pp |
| Employer contribution / active EE | $4,114 | $2,126+93.5% | $5,564-26.1% | $1,882+118.6% |
| Participant deferral / active EE | $3,523 | $2,258+56.0% | $4,895-28.0% | $3,022+16.6% |
| Admin fee / account holder | $189 | $766-75.3% | $11,612-98.4% | $592-68.1% |