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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 | $126,151 | $60,119+109.8% | $90,430+39.5% | $79,858+58.0% |
| Participation rate | 98.3% | 65.0%+33.4pp | 72.7%+25.6pp | 69.6%+28.7pp |
| Annual return | 11.67% | 71.94%-60.3pp | 1293.73%-1282.1pp | 31.72%-20.0pp |
| Employer contribution / active EE | $9,645 | $2,068+366.5% | $3,262+195.7% | $2,471+290.4% |
| Participant deferral / active EE | $6,125 | $2,938+108.5% | $3,963+54.6% | $3,740+63.8% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,613-100.0% | $5,306-100.0% |