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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 | $196,314 | $91,692+114.1% | $67,561+190.6% | $77,714+152.6% |
| Participation rate | 80.3% | 76.0%+4.3pp | 72.9%+7.4pp | 70.6%+9.7pp |
| Annual return | 11.93% | 14.88%-2.9pp | 3525.44%-3513.5pp | 31.26%-19.3pp |
| Employer contribution / active EE | $0 | $3,188-100.0% | $2,735-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,411 | $3,912-38.4% | $4,003-39.8% | $4,649-48.1% |
| Admin fee / account holder | $0 | $245-100.0% | $4,006-100.0% | $433-100.0% |