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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 | $148,117 | $99,957+48.2% | $149,751-1.1% | $73,501+101.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.96% | 53.87%-36.9pp | 276.71%-259.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $12,335 | $3,191+286.5% | $4,646+165.5% | $2,270+443.3% |
| Participant deferral / active EE | $3,371 | $6,073-44.5% | $6,843-50.7% | $3,740-9.9% |
| Admin fee / account holder | $46 | $551-91.7% | $9,312-99.5% | $513-91.1% |