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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 | $79,183 | $69,774+13.5% | $67,575+17.2% | $74,459+6.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.88% | -40.53%+57.4pp | 3528.98%-3512.1pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $2,359 | $2,710-13.0% | $2,736-13.8% | $2,626-10.2% |
| Participant deferral / active EE | $5,388 | $3,636+48.2% | $4,003+34.6% | $4,350+23.9% |
| Admin fee / account holder | $25 | $890-97.2% | $3,993-99.4% | $1,945-98.7% |