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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 | $232,628 | $44,425+423.6% | $67,834+242.9% | $55,167+321.7% |
| Participation rate | 99.1% | 59.7%+39.4pp | 68.8%+30.3pp | 69.0%+30.1pp |
| Annual return | 9.49% | 17.80%-8.3pp | 138.47%-129.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $6,809 | $1,351+403.9% | $2,403+183.3% | $1,963+247.0% |
| Participant deferral / active EE | $10,233 | $2,166+372.5% | $3,160+223.9% | $3,054+235.1% |
| Admin fee / account holder | $3 | $530-99.5% | $4,622-99.9% | $504-99.5% |