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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 | $196,937 | $62,928+213.0% | $172,753+14.0% | $67,582+191.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 22.07% | 30.36%-8.3pp | 803.00%-780.9pp | 378.57%-356.5pp |
| Employer contribution / active EE | $7,643 | $1,636+367.2% | $5,144+48.6% | $2,148+255.9% |
| Participant deferral / active EE | $5,088 | $2,145+137.2% | $5,198-2.1% | $3,539+43.7% |
| Admin fee / account holder | $161 | $167-3.3% | $13,956-98.8% | $142+13.2% |