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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 | $101,038 | $62,928+60.6% | $172,752-41.5% | $67,579+49.5% |
| Participation rate | 93.1% | 64.5%+28.7pp | 82.6%+10.5pp | 71.3%+21.8pp |
| Annual return | 19.64% | 30.36%-10.7pp | 802.97%-783.3pp | 378.56%-358.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,682 | $2,145+258.2% | $5,198+47.8% | $3,539+117.1% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |