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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 | $50,025 | $54,237-7.8% | $90,324-44.6% | $67,582-26.0% |
| Participation rate | 98.9% | 68.6%+30.3pp | 73.3%+25.6pp | 71.3%+27.6pp |
| Annual return | 17.74% | 37.27%-19.5pp | 78.15%-60.4pp | 378.57%-360.8pp |
| Employer contribution / active EE | $5,115 | $1,846+177.1% | $2,856+79.1% | $2,148+138.2% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $5 | $123-96.0% | $5,356-99.9% | $142-96.6% |