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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 | $148,596 | $56,197+164.4% | $67,652+119.6% | $59,633+149.2% |
| Participation rate | 91.0% | 71.5%+19.5pp | 75.7%+15.3pp | 68.7%+22.3pp |
| Annual return | -0.75% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $4,386 | $1,615+171.6% | $2,266+93.6% | $2,203+99.1% |
| Participant deferral / active EE | $3,258 | $2,844+14.6% | $3,560-8.5% | $3,192+2.1% |
| Admin fee / account holder | $16 | $3,958-99.6% | $4,821-99.7% | $4,297-99.6% |