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 | $127,123 | $91,746+38.6% | $146,649-13.3% | $93,010+36.7% |
| Participation rate | 99.9% | 80.9%+18.9pp | 80.1%+19.8pp | 73.9%+26.0pp |
| Annual return | 37.42% | 18.28%+19.1pp | 22.75%+14.7pp | 158.70%-121.3pp |
| Employer contribution / active EE | $16,656 | $2,815+491.8% | $4,137+302.6% | $2,705+515.7% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $10,281-100.0% | $152-100.0% |