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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 | $61,184 | $53,127+15.2% | $86,587-29.3% | $70,131-12.8% |
| Participation rate | 95.8% | 65.3%+30.5pp | 73.5%+22.2pp | 69.5%+26.2pp |
| Annual return | 124.84% | 27.66%+97.2pp | 964.86%-840.0pp | 73.14%+51.7pp |
| Employer contribution / active EE | $4,647 | $2,068+124.7% | $2,839+63.7% | $2,342+98.4% |
| Participant deferral / active EE | $2,276 | $2,696-15.6% | $3,609-36.9% | $3,332-31.7% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |