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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 | $62,024 | $45,152+37.4% | $73,836-16.0% | $59,633+4.0% |
| Participation rate | 97.8% | 64.0%+33.8pp | 73.4%+24.3pp | 68.7%+29.1pp |
| Annual return | 3.26% | 27.40%-24.1pp | 2268.06%-2264.8pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $3,287 | $1,901+72.9% | $2,787+17.9% | $2,203+49.2% |
| Participant deferral / active EE | $4,521 | $2,573+75.7% | $3,583+26.2% | $3,192+41.6% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |