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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 | $53,175 | $52,450+1.4% | $129,295-58.9% | $74,546-28.7% |
| Participation rate | 80.0% | 53.8%+26.2pp | 69.6%+10.4pp | 67.2%+12.8pp |
| Annual return | 12.95% | 15.65%-2.7pp | 9429.28%-9416.3pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $2,452 | $1,532+60.0% | $4,157-41.0% | $2,624-6.6% |
| Participant deferral / active EE | $3,480 | $2,797+24.4% | $4,169-16.5% | $4,347-19.9% |
| Admin fee / account holder | $2 | $2,636-99.9% | $7,665-100.0% | $1,944-99.9% |