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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 | $50,604 | $52,961-4.5% | $172,752-70.7% | $65,185-22.4% |
| Participation rate | 90.9% | 66.2%+24.7pp | 82.6%+8.3pp | 70.2%+20.7pp |
| Annual return | 43.08% | 30.12%+13.0pp | 802.97%-759.9pp | 29.38%+13.7pp |
| Employer contribution / active EE | $5,335 | $2,190+143.6% | $5,144+3.7% | $2,177+145.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |