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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 | $35,274 | $89,367-60.5% | $141,191-75.0% | $72,975-51.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.85% | 111.87%-91.0pp | 71.41%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $3,590 | $3,115+15.3% | $4,736-24.2% | $2,440+47.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |