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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 | $71,884 | $41,854+71.8% | $73,836-2.6% | $52,331+37.4% |
| Participation rate | 99.4% | 66.2%+33.1pp | 73.4%+25.9pp | 68.1%+31.3pp |
| Annual return | 0.48% | 2.11%-1.6pp | 2268.06%-2267.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $4,790 | $1,920+149.5% | $2,787+71.8% | $1,882+154.6% |
| Participant deferral / active EE | $5,055 | $2,498+102.4% | $3,583+41.1% | $3,022+67.3% |
| Admin fee / account holder | $166 | $493-66.2% | $4,882-96.6% | $592-71.9% |