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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 | $121,795 | $33,067+268.3% | $76,518+59.2% | $56,289+116.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | 10.60% | 2.72%+7.9pp | -0.27%+10.9pp | -9.96%+20.6pp |
| Employer contribution / active EE | $9,355 | $1,200+679.4% | $2,647+253.4% | $2,111+343.1% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,836-100.0% | $3,350-100.0% |
| Admin fee / account holder | $62 | $537-88.5% | $4,849-98.7% | $521-88.1% |