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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 | $187,403 | $91,198+105.5% | $178,503+5.0% | $79,856+134.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.20% | 24.20%-6.0pp | 151.12%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $4,214 | $3,257+29.4% | $5,011-15.9% | $2,471+70.5% |
| Participant deferral / active EE | $7,720 | $3,237+138.5% | $5,202+48.4% | $3,741+106.4% |
| Admin fee / account holder | $60 | $6,748-99.1% | $13,987-99.6% | $5,306-98.9% |