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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 | $113,016+66.7% | $103,447+82.1% | $74,429+153.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 13.31% | 23.24%-9.9pp | 23.92%-10.6pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $9,597 | $4,881+96.6% | $4,678+105.2% | $2,625+265.6% |
| Participant deferral / active EE | $13,108 | $7,279+80.1% | $6,624+97.9% | $4,348+201.5% |
| Admin fee / account holder | $22 | $1,709-98.7% | $9,415-99.8% | $1,944-98.9% |