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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 | $85,747 | $60,139+42.6% | $90,461-5.2% | $79,856+7.4% |
| Participation rate | 97.8% | 65.0%+32.8pp | 72.7%+25.1pp | 69.6%+28.1pp |
| Annual return | 14.35% | 71.96%-57.6pp | 1294.76%-1280.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,902 | $2,069+136.9% | $3,264+50.2% | $2,471+98.4% |
| Participant deferral / active EE | $2,619 | $2,939-10.9% | $3,964-33.9% | $3,741-30.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |