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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 | $69,774+11.6% | $67,561+15.2% | $74,429+4.6% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 15.35% | -40.53%+55.9pp | 3525.44%-3510.1pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $2,194 | $2,710-19.1% | $2,735-19.8% | $2,625-16.4% |
| Participant deferral / active EE | $2,774 | $3,636-23.7% | $4,003-30.7% | $4,348-36.2% |
| Admin fee / account holder | $146 | $890-83.6% | $4,006-96.4% | $1,944-92.5% |