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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 | $62,813 | $60,119+4.5% | $90,430-30.5% | $79,858-21.3% |
| Participation rate | 80.9% | 65.0%+15.9pp | 72.7%+8.2pp | 69.6%+11.2pp |
| Annual return | 30.22% | 71.94%-41.7pp | 1293.73%-1263.5pp | 31.72%-1.5pp |
| Employer contribution / active EE | $3,166 | $2,068+53.1% | $3,262-2.9% | $2,471+28.1% |
| Participant deferral / active EE | $4,965 | $2,938+69.0% | $3,963+25.3% | $3,740+32.8% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |