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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 | $55,357 | $54,757+1.1% | $90,304-38.7% | $72,975-24.1% |
| Participation rate | 83.1% | 65.2%+18.0pp | 73.3%+9.8pp | 69.5%+13.6pp |
| Annual return | 482.88% | 30.63%+452.2pp | 78.13%+404.7pp | 81.01%+401.9pp |
| Employer contribution / active EE | $923 | $2,093-55.9% | $2,855-67.7% | $2,440-62.2% |
| Participant deferral / active EE | $3,369 | $2,887+16.7% | $3,885-13.3% | $3,608-6.6% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |