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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 | $182,226 | $39,132+365.7% | $57,196+218.6% | $62,881+189.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 48.67% | 9.24%+39.4pp | 14.59%+34.1pp | 20.14%+28.5pp |
| Employer contribution / active EE | $11,466 | $1,874+511.9% | $2,683+327.4% | $2,281+402.7% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |