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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 | $113,700 | $60,128+89.1% | $90,440+25.7% | $79,852+42.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.82% | 71.95%-58.1pp | 1294.38%-1280.6pp | 31.72%-17.9pp |
| Employer contribution / active EE | $11,539 | $2,068+457.9% | $3,263+253.6% | $2,471+366.9% |
| Participant deferral / active EE | $9,755 | $2,939+232.0% | $3,964+146.1% | $3,740+160.8% |
| Admin fee / account holder | $157 | $3,977-96.1% | $5,615-97.2% | $5,306-97.0% |