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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 | $95,217 | $53,837+76.9% | $75,714+25.8% | $85,847+10.9% |
| Participation rate | 71.4% | 69.1%+2.4pp | 74.8%-3.4pp | 69.3%+2.1pp |
| Annual return | 18.24% | 24.54%-6.3pp | 104.62%-86.4pp | 318.61%-300.4pp |
| Employer contribution / active EE | $5,148 | $2,017+155.2% | $2,744+87.7% | $2,565+100.7% |
| Participant deferral / active EE | $2,768 | $2,895-4.4% | $3,820-27.6% | $3,952-30.0% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |