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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 | $41,670 | $100,801-58.7% | $149,745-72.2% | $73,412-43.2% |
| Participation rate | 85.4% | 77.7%+7.7pp | 82.5%+2.9pp | 72.2%+13.2pp |
| Annual return | 75.88% | 265.34%-189.5pp | 276.72%-200.8pp | 59.30%+16.6pp |
| Employer contribution / active EE | $2,714 | $3,312-18.0% | $4,646-41.6% | $2,234+21.5% |
| Participant deferral / active EE | $5,988 | $6,404-6.5% | $6,843-12.5% | $3,806+57.3% |
| Admin fee / account holder | $178 | $181-1.4% | $9,312-98.1% | $158+12.9% |