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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 | $205,395 | $72,770+182.3% | $67,652+203.6% | $55,191+272.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 2.90% | -3.26%+6.2pp | 6625.40%-6622.5pp | 10.78%-7.9pp |
| Employer contribution / active EE | $14,949 | $1,769+745.0% | $2,266+559.8% | $1,899+687.3% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |