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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 | $69,745+11.6% | $67,511+15.3% | $74,546+4.4% |
| Participation rate | 99.5% | 71.3%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 15.35% | -40.37%+55.7pp | 3517.41%-3502.1pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $2,194 | $2,705-18.9% | $2,733-19.7% | $2,624-16.4% |
| Participant deferral / active EE | $2,774 | $3,636-23.7% | $4,000-30.7% | $4,347-36.2% |
| Admin fee / account holder | $146 | $894-83.7% | $3,999-96.4% | $1,944-92.5% |