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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 | $89,825 | $45,152+98.9% | $73,845+21.6% | $59,632+50.6% |
| Participation rate | 96.9% | 64.0%+32.9pp | 73.4%+23.5pp | 68.7%+28.2pp |
| Annual return | 2.99% | 27.40%-24.4pp | 2267.91%-2264.9pp | 2041.32%-2038.3pp |
| Employer contribution / active EE | $7,007 | $1,902+268.4% | $2,788+151.4% | $2,203+218.1% |
| Participant deferral / active EE | $4,002 | $2,574+55.5% | $3,583+11.7% | $3,192+25.4% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,881-100.0% | $4,297-100.0% |