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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 | $105,451 | $80,753+30.6% | $136,298-22.6% | $62,293+69.3% |
| Participation rate | 97.5% | 73.5%+23.9pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 19.25% | 35.83%-16.6pp | 5156.27%-5137.0pp | 28.90%-9.6pp |
| Employer contribution / active EE | $6,086 | $2,884+111.0% | $4,696+29.6% | $2,042+198.0% |
| Participant deferral / active EE | $8,449 | $5,164+63.6% | $6,247+35.2% | $3,169+166.6% |
| Admin fee / account holder | $17 | $525-96.7% | $9,244-99.8% | $479-96.4% |