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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 | $117,283 | $53,128+120.8% | $86,582+35.5% | $70,126+67.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.93% | 27.66%-14.7pp | 965.08%-952.2pp | 73.15%-60.2pp |
| Employer contribution / active EE | $3,828 | $2,068+85.1% | $2,839+34.8% | $2,343+63.4% |
| Participant deferral / active EE | $8,971 | $2,695+232.9% | $3,609+148.6% | $3,332+169.3% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |