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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 | $57,844 | $73,404-21.2% | $87,104-33.6% | $67,579-14.4% |
| Participation rate | 98.4% | 80.9%+17.6pp | 76.9%+21.6pp | 71.3%+27.2pp |
| Annual return | 22.93% | 48.29%-25.4pp | 28.19%-5.3pp | 378.56%-355.6pp |
| Employer contribution / active EE | $2,353 | $2,014+16.8% | $2,521-6.7% | $2,148+9.6% |
| Participant deferral / active EE | $4,139 | $3,913+5.8% | $4,048+2.2% | $3,539+16.9% |
| Admin fee / account holder | $228 | $142+61.2% | $7,491-97.0% | $142+60.4% |