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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 | $129,030 | $58,888+119.1% | $178,499-27.7% | $73,493+75.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.88% | 24.86%-14.0pp | 151.10%-140.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $6,338 | $2,236+183.4% | $5,011+26.5% | $2,270+179.2% |
| Participant deferral / active EE | $6,267 | $2,568+144.0% | $5,202+20.5% | $3,740+67.6% |
| Admin fee / account holder | $53 | $400-86.7% | $13,986-99.6% | $513-89.6% |