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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 | $118,528 | $52,961+123.8% | $172,752-31.4% | $65,185+81.8% |
| Participation rate | 95.9% | 66.2%+29.7pp | 82.6%+13.3pp | 70.2%+25.7pp |
| Annual return | 22.61% | 30.12%-7.5pp | 802.97%-780.4pp | 29.38%-6.8pp |
| Employer contribution / active EE | $10,181 | $2,190+364.9% | $5,144+97.9% | $2,177+367.7% |
| Participant deferral / active EE | $13,738 | $2,471+455.9% | $5,198+164.3% | $3,514+291.0% |
| Admin fee / account holder | $1 | $472-99.8% | $13,955-100.0% | $847-99.9% |