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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 | $120,146 | $69,774+72.2% | $67,561+77.8% | $74,429+61.4% |
| Participation rate | 93.6% | 71.4%+22.2pp | 72.9%+20.7pp | 67.2%+26.4pp |
| Annual return | 14.50% | -40.53%+55.0pp | 3525.44%-3510.9pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $3,071 | $2,710+13.3% | $2,735+12.3% | $2,625+17.0% |
| Participant deferral / active EE | $3,352 | $3,636-7.8% | $4,003-16.3% | $4,348-22.9% |
| Admin fee / account holder | $222 | $890-75.1% | $4,006-94.5% | $1,944-88.6% |