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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 | $106,280 | $58,726+81.0% | $92,240+15.2% | $62,293+70.6% |
| Participation rate | 99.0% | 68.3%+30.7pp | 76.5%+22.6pp | 69.5%+29.5pp |
| Annual return | 13.87% | 43.62%-29.7pp | 176.29%-162.4pp | 28.90%-15.0pp |
| Employer contribution / active EE | $6,095 | $2,392+154.8% | $3,680+65.7% | $2,042+198.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $12 | $556-97.8% | $5,194-99.8% | $479-97.5% |