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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 | $45,350 | $45,152+0.4% | $73,836-38.6% | $59,633-24.0% |
| Participation rate | 97.8% | 64.0%+33.8pp | 73.4%+24.3pp | 68.7%+29.1pp |
| Annual return | 1.51% | 27.40%-25.9pp | 2268.06%-2266.5pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $4,882 | $1,901+156.8% | $2,787+75.1% | $2,203+121.6% |
| Participant deferral / active EE | $1,218 | $2,573-52.7% | $3,583-66.0% | $3,192-61.8% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |