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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 | $25,429 | $46,173-44.9% | $170,435-85.1% | $69,631-63.5% |
| Participation rate | 87.6% | 63.9%+23.7pp | 83.6%+4.0pp | 70.7%+16.9pp |
| Annual return | 95.65% | 21.62%+74.0pp | 205.94%-110.3pp | 27571.02%-27475.4pp |
| Employer contribution / active EE | $922 | $1,610-42.7% | $5,432-83.0% | $2,032-54.6% |
| Participant deferral / active EE | $2,779 | $2,080+33.6% | $4,939-43.7% | $3,224-13.8% |
| Admin fee / account holder | $106 | $116-8.2% | $13,881-99.2% | $110-3.6% |