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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 | $210,597 | $75,962+177.2% | $154,108+36.7% | $64,173+228.2% |
| Participation rate | 98.7% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.1pp |
| Annual return | -6.95% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $7,297 | $3,350+117.8% | $5,298+37.8% | $2,381+206.5% |
| Participant deferral / active EE | $7,334 | $3,175+131.0% | $5,081+44.3% | $3,470+111.4% |
| Admin fee / account holder | $67 | $5,589-98.8% | $13,411-99.5% | $4,887-98.6% |