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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 | $56,782 | $78,707-27.9% | $117,861-51.8% | $70,126-19.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 39.80% | 23.30%+16.5pp | 335.11%-295.3pp | 73.15%-33.3pp |
| Employer contribution / active EE | $2,237 | $2,223+0.6% | $3,786-40.9% | $2,343-4.5% |
| Participant deferral / active EE | $3,729 | $3,297+13.1% | $4,482-16.8% | $3,332+11.9% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |