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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 | $69,774+19.0% | $67,561+22.9% | $74,429+11.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.60% | -40.53%+55.1pp | 3525.44%-3510.8pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $4,031 | $2,710+48.7% | $2,735+47.4% | $2,625+53.6% |
| Participant deferral / active EE | $4,709 | $3,636+29.5% | $4,003+17.6% | $4,348+8.3% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |