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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 | $211,356 | $46,745+352.2% | $60,547+249.1% | $52,331+303.9% |
| Participation rate | 99.1% | 58.6%+40.5pp | 68.0%+31.1pp | 68.1%+31.0pp |
| Annual return | 0.55% | 0.61%-0.1pp | 335.64%-335.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $6,562 | $1,259+421.3% | $2,419+171.2% | $1,882+248.7% |
| Participant deferral / active EE | $10,320 | $2,145+381.2% | $3,328+210.1% | $3,022+241.5% |
| Admin fee / account holder | $3 | $537-99.5% | $4,536-99.9% | $592-99.6% |