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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 | $141,592 | $52,293+170.8% | $178,503-20.7% | $73,412+92.9% |
| Participation rate | 92.1% | 65.3%+26.8pp | 81.9%+10.2pp | 72.2%+19.9pp |
| Annual return | 12.89% | 34.75%-21.9pp | 151.12%-138.2pp | 59.30%-46.4pp |
| Employer contribution / active EE | $11,829 | $1,736+581.4% | $5,011+136.1% | $2,234+429.6% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $103 | $127-19.1% | $13,987-99.3% | $158-34.7% |