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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 | $198,286 | $55,453+257.6% | $170,439+16.3% | $62,293+218.3% |
| Participation rate | 94.7% | 66.4%+28.3pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 14.33% | 21.38%-7.1pp | 205.94%-191.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $17,320 | $2,164+700.5% | $5,433+218.8% | $2,042+748.1% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |