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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 | $90,907 | $45,152+101.3% | $73,836+23.1% | $59,633+52.4% |
| Participation rate | 93.4% | 64.0%+29.4pp | 73.4%+20.0pp | 68.7%+24.8pp |
| Annual return | 1.76% | 27.40%-25.6pp | 2268.06%-2266.3pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $8,918 | $1,901+369.1% | $2,787+219.9% | $2,203+304.9% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |