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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 | $82,777 | $65,364+26.6% | $92,909-10.9% | $72,975+13.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.74% | 42.11%-25.4pp | 109.44%-92.7pp | 81.01%-64.3pp |
| Employer contribution / active EE | $20,088 | $2,594+674.3% | $3,653+449.9% | $2,440+723.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |