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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 | $123,895 | $47,944+158.4% | $67,834+82.6% | $62,881+97.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 5.89% | 11.77%-5.9pp | 138.47%-132.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $10,024 | $1,562+541.7% | $2,403+317.1% | $2,281+339.5% |
| Participant deferral / active EE | $5,099 | $2,247+127.0% | $3,160+61.4% | $3,203+59.2% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |