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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 | $50,160 | $66,124-24.1% | $90,461-44.6% | $73,497-31.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 20.66% | 17.65%+3.0pp | 1294.76%-1274.1pp | 28.51%-7.9pp |
| Employer contribution / active EE | $4,309 | $2,346+83.7% | $3,264+32.0% | $2,270+89.8% |
| Participant deferral / active EE | $9,318 | $3,039+206.6% | $3,964+135.0% | $3,740+149.2% |
| Admin fee / account holder | $7 | $396-98.2% | $5,617-99.9% | $513-98.6% |