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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 | $48,486 | $46,722+3.8% | $130,660-62.9% | $65,185-25.6% |
| Participation rate | 95.6% | 60.9%+34.6pp | 71.7%+23.8pp | 70.2%+25.4pp |
| Annual return | 19.75% | 24.17%-4.4pp | 1709.29%-1689.5pp | 29.38%-9.6pp |
| Employer contribution / active EE | $3,444 | $1,488+131.5% | $4,092-15.8% | $2,177+58.2% |
| Participant deferral / active EE | $3,291 | $2,545+29.3% | $3,603-8.7% | $3,514-6.3% |
| Admin fee / account holder | $0 | $453-100.0% | $5,463-100.0% | $847-100.0% |