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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 | $92,149 | $155,795-40.9% | $136,298-32.4% | $69,634+32.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.98% | 232464.33%-232447.4pp | 5156.27%-5139.3pp | 27572.26%-27555.3pp |
| Employer contribution / active EE | $9,421 | $2,991+215.0% | $4,696+100.6% | $2,032+363.6% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $3 | $128-97.3% | $9,244-100.0% | $110-96.9% |