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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 | $131,720 | $55,453+137.5% | $170,435-22.7% | $62,293+111.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.29% | 21.38%-2.1pp | 205.94%-186.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $18,190 | $2,164+740.7% | $5,432+234.8% | $2,042+790.7% |
| Participant deferral / active EE | $4,547 | $2,303+97.5% | $4,939-7.9% | $3,169+43.5% |
| Admin fee / account holder | $2 | $455-99.7% | $13,881-100.0% | $479-99.7% |