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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 | $127,231 | $40,263+216.0% | $57,347+121.9% | $59,632+113.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 24.59% | 27.50%-2.9pp | 24.40%+0.2pp | 2041.32%-2016.7pp |
| Employer contribution / active EE | $11,471 | $1,922+496.8% | $2,689+326.6% | $2,203+420.8% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |