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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 | $188,678 | $75,183+151.0% | $123,894+52.3% | $55,167+242.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 10.55% | 19.01%-8.5pp | 47.52%-37.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $10,773 | $2,823+281.6% | $4,617+133.3% | $1,963+448.9% |
| Participant deferral / active EE | $5,661 | $5,084+11.3% | $5,984-5.4% | $3,054+85.3% |
| Admin fee / account holder | $27 | $663-95.9% | $8,357-99.7% | $504-94.6% |