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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 | $46,870 | $50,637-7.4% | $86,581-45.9% | $62,293-24.8% |
| Participation rate | 95.0% | 67.9%+27.1pp | 73.5%+21.5pp | 69.5%+25.5pp |
| Annual return | 19.07% | 20.80%-1.7pp | 965.06%-946.0pp | 28.90%-9.8pp |
| Employer contribution / active EE | $3,440 | $2,075+65.8% | $2,840+21.1% | $2,042+68.4% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $25 | $413-94.0% | $4,904-99.5% | $479-94.9% |