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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% | $67,575+15.2% | $74,459+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 | 3528.98%-3513.6pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $2,194 | $2,710-19.1% | $2,736-19.8% | $2,626-16.5% |
| Participant deferral / active EE | $2,774 | $3,636-23.7% | $4,003-30.7% | $4,350-36.2% |
| Admin fee / account holder | $146 | $890-83.6% | $3,993-96.4% | $1,945-92.5% |