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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 | $69,708+72.4% | $67,560+77.8% | $74,478+61.3% |
| Participation rate | 93.6% | 71.4%+22.2pp | 72.9%+20.7pp | 67.2%+26.4pp |
| Annual return | 14.50% | -40.67%+55.2pp | 3533.50%-3519.0pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $3,071 | $2,715+13.1% | $2,737+12.2% | $2,626+16.9% |
| Participant deferral / active EE | $3,352 | $3,637-7.8% | $4,004-16.3% | $4,350-22.9% |
| Admin fee / account holder | $222 | $887-75.0% | $3,994-94.4% | $1,946-88.6% |