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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 | $69,745+72.3% | $67,511+78.0% | $74,546+61.2% |
| Participation rate | 93.6% | 71.3%+22.3pp | 72.9%+20.7pp | 67.2%+26.4pp |
| Annual return | 14.50% | -40.37%+54.9pp | 3517.41%-3502.9pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $3,071 | $2,705+13.5% | $2,733+12.4% | $2,624+17.0% |
| Participant deferral / active EE | $3,352 | $3,636-7.8% | $4,000-16.2% | $4,347-22.9% |
| Admin fee / account holder | $222 | $894-75.2% | $3,999-94.5% | $1,944-88.6% |