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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 | $131,623 | $81,494+61.5% | $133,978-1.8% | $73,497+79.1% |
| Participation rate | 98.3% | 76.4%+21.9pp | 79.8%+18.5pp | 70.7%+27.6pp |
| Annual return | 359.93% | 19.40%+340.5pp | 45.10%+314.8pp | 28.51%+331.4pp |
| Employer contribution / active EE | $10,680 | $2,210+383.3% | $3,919+172.5% | $2,270+370.4% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |