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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 | $88,186+129.4% | $165,071+22.6% | $74,459+171.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 19.69% | 17.13%+2.6pp | 70.17%-50.5pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $17,173 | $2,600+560.4% | $4,347+295.0% | $2,626+554.0% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $7 | $2,234-99.7% | $12,695-99.9% | $1,945-99.6% |