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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 | $77,850 | $69,708+11.7% | $67,560+15.2% | $74,478+4.5% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.5pp | 67.2%+32.3pp |
| Annual return | 15.35% | -40.67%+56.0pp | 3533.50%-3518.1pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $2,194 | $2,715-19.2% | $2,737-19.8% | $2,626-16.5% |
| Participant deferral / active EE | $2,774 | $3,637-23.7% | $4,004-30.7% | $4,350-36.2% |
| Admin fee / account holder | $146 | $887-83.6% | $3,994-96.4% | $1,946-92.5% |