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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 | $173,337 | $85,766+102.1% | $136,298+27.2% | $70,126+147.2% |
| Participation rate | 91.8% | 74.2%+17.6pp | 81.9%+9.8pp | 69.5%+22.2pp |
| Annual return | 14.52% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $2,029 | $2,966-31.6% | $4,696-56.8% | $2,343-13.4% |
| Participant deferral / active EE | $10,267 | $5,051+103.2% | $6,247+64.3% | $3,332+208.1% |
| Admin fee / account holder | $14 | $5,421-99.7% | $9,244-99.9% | $4,645-99.7% |