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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 | $107,003 | $88,137+21.4% | $164,975-35.1% | $74,429+43.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 23.37% | 17.13%+6.2pp | 70.12%-46.8pp | 1368.38%-1345.0pp |
| Employer contribution / active EE | $7,236 | $2,597+178.6% | $4,343+66.6% | $2,625+175.7% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $239 | $2,231-89.3% | $12,688-98.1% | $1,944-87.7% |