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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 | $118,737 | $45,050+163.6% | $63,018+88.4% | $70,126+69.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.34% | 18.76%-6.4pp | 87.62%-75.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $6,505 | $2,052+217.0% | $2,761+135.6% | $2,343+177.7% |
| Participant deferral / active EE | $7,292 | $2,466+195.8% | $3,330+119.0% | $3,332+118.9% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |