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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 | $87,944 | $63,114+39.3% | $92,916-5.4% | $65,188+34.9% |
| Participation rate | 99.1% | 68.8%+30.3pp | 76.0%+23.1pp | 70.2%+28.9pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.45%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $24,460 | $2,571+851.5% | $3,654+569.5% | $2,177+1023.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |