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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 | $91,086 | $104,497-12.8% | $159,487-42.9% | $79,389+14.7% |
| Participation rate | 99.5% | 76.6%+22.9pp | 82.8%+16.7pp | 70.7%+28.8pp |
| Annual return | 15.00% | 67.98%-53.0pp | 263.71%-248.7pp | 116.89%-101.9pp |
| Employer contribution / active EE | $8,887 | $3,418+160.0% | $4,831+83.9% | $2,428+266.0% |
| Participant deferral / active EE | $6,307 | $6,468-2.5% | $7,354-14.2% | $4,046+55.9% |
| Admin fee / account holder | $3 | $711-99.5% | $10,804-100.0% | $626-99.5% |