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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 | $61,855 | $60,545+2.2% | $92,240-32.9% | $69,631-11.2% |
| Participation rate | 98.5% | 72.2%+26.4pp | 76.5%+22.0pp | 70.7%+27.8pp |
| Annual return | 17.67% | 19.71%-2.0pp | 176.29%-158.6pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $2,862 | $2,633+8.7% | $3,680-22.2% | $2,032+40.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $236 | $145+63.1% | $5,194-95.5% | $110+113.8% |