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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 | $60,939 | $60,139+1.3% | $90,461-32.6% | $79,856-23.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.97% | 71.96%-59.0pp | 1294.76%-1281.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $4,979 | $2,069+140.7% | $3,264+52.6% | $2,471+101.5% |
| Participant deferral / active EE | $1,239 | $2,939-57.8% | $3,964-68.8% | $3,741-66.9% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |