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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 | $139,217 | $47,977+190.2% | $154,108-9.7% | $56,289+147.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 6.67% | 3.54%+3.1pp | 735.21%-728.5pp | -9.96%+16.6pp |
| Employer contribution / active EE | $4,839 | $2,169+123.1% | $5,298-8.7% | $2,111+129.2% |
| Participant deferral / active EE | $3,427 | $2,392+43.3% | $5,081-32.6% | $3,350+2.3% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |