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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 | $155,631 | $38,365+305.7% | $84,628+83.9% | $65,185+138.8% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 28.62% | 32.00%-3.4pp | 258.80%-230.2pp | 29.38%-0.8pp |
| Employer contribution / active EE | $10,545 | $1,258+737.9% | $2,653+297.5% | $2,177+384.5% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $24 | $451-94.7% | $4,914-99.5% | $847-97.2% |