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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 | $187,246 | $73,102+156.1% | $123,553+51.6% | $56,289+232.7% |
| Participation rate | 98.6% | 74.3%+24.3pp | 82.3%+16.3pp | 69.9%+28.8pp |
| Annual return | -6.48% | 3.01%-9.5pp | 119.21%-125.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $10,786 | $2,977+262.3% | $4,628+133.1% | $2,111+410.9% |
| Participant deferral / active EE | $5,375 | $5,423-0.9% | $6,426-16.4% | $3,350+60.4% |
| Admin fee / account holder | $67 | $554-87.9% | $9,284-99.3% | $521-87.2% |