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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 | $63,254 | $57,352+10.3% | $83,831-24.5% | $64,173-1.4% |
| Participation rate | 97.4% | 68.6%+28.8pp | 76.1%+21.3pp | 69.6%+27.9pp |
| Annual return | 31.24% | 11.38%+19.9pp | 850.99%-819.7pp | 7.63%+23.6pp |
| Employer contribution / active EE | $16,859 | $2,546+562.3% | $3,631+364.3% | $2,381+608.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |