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 | $97,940 | $82,783+18.3% | $133,982-26.9% | $90,274+8.5% |
| Participation rate | 99.4% | 81.3%+18.1pp | 79.8%+19.6pp | 73.4%+26.0pp |
| Annual return | 58.47% | 21.89%+36.6pp | 45.10%+13.4pp | 53.97%+4.5pp |
| Employer contribution / active EE | $16,589 | $2,388+594.6% | $3,919+323.3% | $2,523+557.4% |
| Participant deferral / active EE | $0 | $4,291-100.0% | $5,047-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $8,930-100.0% | $114-100.0% |