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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 | $151,535 | $95,542+58.6% | $69,480+118.1% | $67,584+124.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 18.91% | 17.67%+1.2pp | 28.99%-10.1pp | 378.59%-359.7pp |
| Employer contribution / active EE | $7,705 | $2,989+157.8% | $2,780+177.2% | $2,148+258.7% |
| Participant deferral / active EE | $4,994 | $3,263+53.1% | $3,537+41.2% | $3,540+41.1% |
| Admin fee / account holder | $50 | $90-44.7% | $3,840-98.7% | $142-65.1% |