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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 | $129,526 | $52,961+144.6% | $172,752-25.0% | $65,185+98.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.92% | 30.12%-7.2pp | 802.97%-780.0pp | 29.38%-6.5pp |
| Employer contribution / active EE | $6,772 | $2,190+209.2% | $5,144+31.6% | $2,177+211.1% |
| Participant deferral / active EE | $6,618 | $2,471+167.8% | $5,198+27.3% | $3,514+88.3% |
| Admin fee / account holder | $88 | $472-81.4% | $13,955-99.4% | $847-89.6% |