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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 | $181,715 | $43,133+321.3% | $89,435+103.2% | $73,497+147.2% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 23.62% | 135.66%-112.0pp | 245.55%-221.9pp | 28.51%-4.9pp |
| Employer contribution / active EE | $9,547 | $1,438+564.0% | $2,587+269.0% | $2,270+320.5% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16 | $444-96.5% | $4,884-99.7% | $513-96.9% |