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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 | $43,264 | $62,928-31.2% | $172,752-75.0% | $67,579-36.0% |
| Participation rate | 90.4% | 64.5%+25.9pp | 82.6%+7.7pp | 71.3%+19.1pp |
| Annual return | 24.87% | 30.36%-5.5pp | 802.97%-778.1pp | 378.56%-353.7pp |
| Employer contribution / active EE | $2,673 | $1,636+63.4% | $5,144-48.0% | $2,148+24.5% |
| Participant deferral / active EE | $3,959 | $2,145+84.6% | $5,198-23.8% | $3,539+11.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |