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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 | $119,075 | $46,100+158.3% | $86,582+37.5% | $69,631+71.0% |
| Participation rate | 98.1% | 67.2%+30.9pp | 73.5%+24.5pp | 70.7%+27.4pp |
| Annual return | 17.70% | 21.02%-3.3pp | 965.08%-947.4pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $10,265 | $1,850+454.9% | $2,839+261.5% | $2,032+405.1% |
| Participant deferral / active EE | $6,863 | $2,432+182.2% | $3,609+90.2% | $3,224+112.9% |
| Admin fee / account holder | $0 | $94-100.0% | $4,904-100.0% | $110-100.0% |