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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 | $83,007 | $69,708+19.1% | $67,560+22.9% | $74,478+11.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.60% | -40.67%+55.3pp | 3533.50%-3518.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $4,031 | $2,715+48.5% | $2,737+47.3% | $2,626+53.5% |
| Participant deferral / active EE | $4,709 | $3,637+29.5% | $4,004+17.6% | $4,350+8.2% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |