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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 | $35,189 | $102,382-65.6% | $147,005-76.1% | $80,874-56.5% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.2%+10.5pp | 67.6%+25.1pp |
| Annual return | 20.05% | 134.89%-114.8pp | 418.76%-398.7pp | 35.62%-15.6pp |
| Employer contribution / active EE | $2,159 | $3,715-41.9% | $4,934-56.2% | $2,756-21.7% |
| Participant deferral / active EE | $4,710 | $6,646-29.1% | $8,070-41.6% | $4,297+9.6% |
| Admin fee / account holder | $21 | $7,942-99.7% | $13,006-99.8% | $6,935-99.7% |