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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 | $204,705 | $73,102+180.0% | $123,553+65.7% | $56,289+263.7% |
| Participation rate | 88.6% | 74.3%+14.3pp | 82.3%+6.4pp | 69.9%+18.8pp |
| Annual return | 46.34% | 3.01%+43.3pp | 119.21%-72.9pp | -9.96%+56.3pp |
| Employer contribution / active EE | $11,354 | $2,977+281.4% | $4,628+145.3% | $2,111+437.8% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |