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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 | $96,819 | $38,925+148.7% | $73,836+31.1% | $55,191+75.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 2.09% | 6.31%-4.2pp | 2268.06%-2266.0pp | 10.78%-8.7pp |
| Employer contribution / active EE | $10,030 | $1,695+491.8% | $2,787+259.8% | $1,899+428.3% |
| Participant deferral / active EE | $6,422 | $2,351+173.2% | $3,583+79.2% | $3,046+110.8% |
| Admin fee / account holder | $0 | $83-100.0% | $4,882-100.0% | $91-100.0% |