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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 | $88,345 | $52,467+68.4% | $57,196+54.5% | $55,167+60.1% |
| Participation rate | 99.1% | 75.8%+23.3pp | 75.3%+23.8pp | 69.0%+30.1pp |
| Annual return | 49.38% | 7.72%+41.7pp | 14.59%+34.8pp | 169.23%-119.9pp |
| Employer contribution / active EE | $2,870 | $2,477+15.8% | $2,683+7.0% | $1,963+46.2% |
| Participant deferral / active EE | $2,123 | $2,830-25.0% | $3,096-31.4% | $3,054-30.5% |
| Admin fee / account holder | $16 | $269-94.1% | $3,141-99.5% | $504-96.9% |