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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 | $76,970 | $78,707-2.2% | $117,861-34.7% | $70,126+9.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.99% | 23.30%-9.3pp | 335.11%-321.1pp | 73.15%-59.2pp |
| Employer contribution / active EE | $4,365 | $2,223+96.3% | $3,786+15.3% | $2,343+86.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $294 | $5,066-94.2% | $8,021-96.3% | $4,645-93.7% |