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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 | $58,363 | $39,132+49.1% | $57,196+2.0% | $62,881-7.2% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.1pp | 69.3%+28.2pp |
| Annual return | 57.76% | 9.24%+48.5pp | 14.59%+43.2pp | 20.14%+37.6pp |
| Employer contribution / active EE | $2,234 | $1,874+19.2% | $2,683-16.7% | $2,281-2.0% |
| Participant deferral / active EE | $3,379 | $2,374+42.3% | $3,096+9.1% | $3,203+5.5% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |