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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 | $100,542 | $104,336-3.6% | $159,487-37.0% | $86,821+15.8% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.8%+15.0pp | 72.3%+25.6pp |
| Annual return | 30.11% | 26.32%+3.8pp | 263.71%-233.6pp | 97.94%-67.8pp |
| Employer contribution / active EE | $3,858 | $3,451+11.8% | $4,831-20.1% | $2,406+60.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $18 | $172-89.4% | $10,804-99.8% | $170-89.2% |