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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 | $118,575 | $72,177+64.3% | $115,038+3.1% | $59,633+98.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.06% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $7,437 | $2,841+161.7% | $4,608+61.4% | $2,203+237.6% |
| Participant deferral / active EE | $4,586 | $4,783-4.1% | $6,026-23.9% | $3,192+43.7% |
| Admin fee / account holder | $22 | $4,927-99.5% | $8,175-99.7% | $4,297-99.5% |