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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 | $81,356 | $45,152+80.2% | $73,836+10.2% | $59,633+36.4% |
| Participation rate | 98.7% | 64.0%+34.6pp | 73.4%+25.2pp | 68.7%+30.0pp |
| Annual return | 1.31% | 27.40%-26.1pp | 2268.06%-2266.7pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $4,274 | $1,901+124.8% | $2,787+53.3% | $2,203+94.0% |
| Participant deferral / active EE | $2,856 | $2,573+11.0% | $3,583-20.3% | $3,192-10.5% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |