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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 | $214,388 | $99,957+114.5% | $149,730+43.2% | $73,493+191.7% |
| Participation rate | 95.8% | 75.7%+20.1pp | 82.5%+13.4pp | 70.7%+25.2pp |
| Annual return | 28.87% | 53.87%-25.0pp | 276.70%-247.8pp | 28.51%+0.4pp |
| Employer contribution / active EE | $11,378 | $3,191+256.6% | $4,645+144.9% | $2,270+401.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5 | $551-99.0% | $9,310-99.9% | $513-99.0% |