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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 | $46,739 | $74,552-37.3% | $63,018-25.8% | $69,631-32.9% |
| Participation rate | 71.5% | 78.3%-6.8pp | 74.8%-3.3pp | 70.7%+0.8pp |
| Annual return | 55.65% | 15.77%+39.9pp | 87.62%-32.0pp | 27571.02%-27515.4pp |
| Employer contribution / active EE | $2,026 | $2,929-30.8% | $2,761-26.6% | $2,032-0.3% |
| Participant deferral / active EE | $3,274 | $2,974+10.1% | $3,330-1.7% | $3,224+1.6% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |