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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 | $87,623 | $44,873+95.3% | $79,476+10.3% | $56,287+55.7% |
| Participation rate | 70.7% | 68.7%+2.0pp | 73.3%-2.6pp | 69.9%+0.8pp |
| Annual return | -4.18% | 0.81%-5.0pp | 718.21%-722.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,978 | $2,140+39.2% | $2,800+6.4% | $2,111+41.1% |
| Participant deferral / active EE | $7,500 | $2,746+173.1% | $3,704+102.5% | $3,350+123.9% |
| Admin fee / account holder | $296 | $418-29.4% | $5,113-94.2% | $521-43.3% |