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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 | $131,883 | $50,637+160.4% | $86,582+52.3% | $62,293+111.7% |
| Participation rate | 95.5% | 67.9%+27.6pp | 73.5%+21.9pp | 69.5%+25.9pp |
| Annual return | 13.37% | 20.80%-7.4pp | 965.08%-951.7pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,319 | $2,611+180.3% | $3,609+102.8% | $3,169+131.0% |
| Admin fee / account holder | $3 | $413-99.4% | $4,904-99.9% | $479-99.4% |