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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 | $119,183 | $89,370+33.4% | $141,197-15.6% | $72,976+63.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 42.60% | 111.88%-69.3pp | 71.41%-28.8pp | 81.02%-38.4pp |
| Employer contribution / active EE | $4,470 | $3,115+43.5% | $4,736-5.6% | $2,440+83.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $42 | $5,957-99.3% | $10,265-99.6% | $5,124-99.2% |