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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 | $102,817 | $49,177+109.1% | $79,467+29.4% | $64,173+60.2% |
| Participation rate | 98.9% | 65.0%+33.8pp | 73.3%+25.5pp | 69.6%+29.3pp |
| Annual return | -3.05% | -1.16%-1.9pp | 718.30%-721.4pp | 7.63%-10.7pp |
| Employer contribution / active EE | $7,736 | $2,076+272.6% | $2,800+176.3% | $2,381+224.9% |
| Participant deferral / active EE | $4,511 | $2,821+59.9% | $3,704+21.8% | $3,470+30.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |