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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 | $162,949 | $99,957+63.0% | $149,745+8.8% | $73,497+121.7% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.5%+17.0pp | 70.7%+28.8pp |
| Annual return | 14.44% | 53.87%-39.4pp | 276.72%-262.3pp | 28.51%-14.1pp |
| Employer contribution / active EE | $7,335 | $3,191+129.9% | $4,646+57.9% | $2,270+223.1% |
| Participant deferral / active EE | $11,193 | $6,073+84.3% | $6,843+63.6% | $3,740+199.3% |
| Admin fee / account holder | $17 | $551-97.0% | $9,312-99.8% | $513-96.8% |