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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 | $148,700 | $80,177+85.5% | $123,894+20.0% | $57,661+157.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 8.75% | 17.90%-9.2pp | 47.52%-38.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $14,982 | $2,913+414.4% | $4,617+224.5% | $1,974+659.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |