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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 | $202,306 | $88,117+129.6% | $164,928+22.7% | $74,400+171.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 19.69% | 17.27%+2.4pp | 70.08%-50.4pp | 1367.51%-1347.8pp |
| Employer contribution / active EE | $17,173 | $2,596+561.4% | $4,343+295.4% | $2,624+554.3% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,034-100.0% | $4,348-100.0% |
| Admin fee / account holder | $7 | $2,230-99.7% | $12,684-99.9% | $1,944-99.6% |