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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 | $188,369 | $112,932+66.8% | $103,065+82.8% | $74,478+152.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.6%+19.4pp | 67.2%+32.8pp |
| Annual return | 13.31% | 23.24%-9.9pp | 23.95%-10.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $9,597 | $4,881+96.6% | $4,675+105.3% | $2,626+265.4% |
| Participant deferral / active EE | $13,108 | $7,279+80.1% | $6,625+97.9% | $4,350+201.3% |
| Admin fee / account holder | $22 | $1,707-98.7% | $9,349-99.8% | $1,946-98.9% |