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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 | $65,512 | $99,009-33.8% | $86,581-24.3% | $147,585-55.6% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 12.60% | 1312.70%-1300.1pp | 965.06%-952.5pp | 578.58%-566.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,038 | $3,972-23.5% | $3,609-15.8% | $5,439-44.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |