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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 | $79,230 | $53,128+49.1% | $86,582-8.5% | $70,126+13.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.36% | 27.66%-11.3pp | 965.08%-948.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $6,976 | $2,068+237.3% | $2,839+145.7% | $2,343+197.8% |
| Participant deferral / active EE | $7,386 | $2,695+174.1% | $3,609+104.7% | $3,332+121.7% |
| Admin fee / account holder | $3 | $3,584-99.9% | $4,904-99.9% | $4,645-99.9% |