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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 | $111,906 | $54,320+106.0% | $67,652+65.4% | $52,331+113.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 0.66% | 6.81%-6.1pp | 6625.04%-6624.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $4,541 | $1,544+194.1% | $2,266+100.4% | $1,882+141.3% |
| Participant deferral / active EE | $8,954 | $2,950+203.5% | $3,560+151.5% | $3,022+196.3% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |