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 | $206,117 | $71,505+188.3% | $123,553+66.8% | $73,367+180.9% |
| Participation rate | 91.8% | 64.9%+26.9pp | 82.3%+9.5pp | 69.5%+22.3pp |
| Annual return | -3.26% | 6.94%-10.2pp | 119.21%-122.5pp | 173.45%-176.7pp |
| Employer contribution / active EE | $1,670 | $2,011-17.0% | $4,628-63.9% | $2,499-33.2% |
| Participant deferral / active EE | $11,603 | $4,928+135.5% | $6,426+80.6% | $4,033+187.7% |
| Admin fee / account holder | $0 | $66-99.5% | $9,284-100.0% | $68-99.5% |