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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 | $113,686 | $52,967+114.6% | $172,753-34.2% | $65,186+74.4% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.1pp | 70.2%+23.6pp |
| Annual return | 21.98% | 30.12%-8.1pp | 803.00%-781.0pp | 29.39%-7.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,494 | $2,471+203.3% | $5,198+44.2% | $3,514+113.3% |
| Admin fee / account holder | $34 | $472-92.7% | $13,956-99.8% | $847-95.9% |