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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 | $132,080 | $99,957+32.1% | $149,745-11.8% | $73,497+79.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.59% | 53.87%-37.3pp | 276.72%-260.1pp | 28.51%-11.9pp |
| Employer contribution / active EE | $3,292 | $3,191+3.2% | $4,646-29.1% | $2,270+45.0% |
| Participant deferral / active EE | $6,138 | $6,073+1.1% | $6,843-10.3% | $3,740+64.1% |
| Admin fee / account holder | $20 | $551-96.3% | $9,312-99.8% | $513-96.0% |