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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% | $129,397-58.9% | $74,429-28.6% |
| Participation rate | 80.0% | 53.8%+26.2pp | 69.6%+10.4pp | 67.2%+12.8pp |
| Annual return | 12.95% | 15.65%-2.7pp | 9453.98%-9441.0pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $2,452 | $1,532+60.0% | $4,154-41.0% | $2,625-6.6% |
| Participant deferral / active EE | $3,480 | $2,797+24.4% | $4,167-16.5% | $4,348-20.0% |
| Admin fee / account holder | $2 | $2,636-99.9% | $7,679-100.0% | $1,944-99.9% |