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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 | $88,416 | $60,393+46.4% | $81,820+8.1% | $74,429+18.8% |
| Participation rate | 99.5% | 62.9%+36.6pp | 72.4%+27.1pp | 67.2%+32.3pp |
| Annual return | 15.53% | 16.89%-1.4pp | 777.93%-762.4pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $2,129 | $2,626-19.0% | $2,915-27.0% | $2,625-18.9% |
| Participant deferral / active EE | $5,961 | $3,397+75.5% | $4,323+37.9% | $4,348+37.1% |
| Admin fee / account holder | $3 | $1,491-99.8% | $7,391-100.0% | $1,944-99.8% |