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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 | $80,982 | $53,841+50.4% | $75,731+6.9% | $85,851-5.7% |
| Participation rate | 95.5% | 69.0%+26.4pp | 74.8%+20.6pp | 69.3%+26.1pp |
| Annual return | 21.18% | 24.54%-3.4pp | 104.65%-83.5pp | 318.63%-297.5pp |
| Employer contribution / active EE | $2,098 | $2,017+4.0% | $2,743-23.5% | $2,565-18.2% |
| Participant deferral / active EE | $4,179 | $2,895+44.4% | $3,820+9.4% | $3,952+5.7% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |