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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 | $104,367 | $88,122+18.4% | $141,200-26.1% | $67,584+54.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 22.26% | 75.40%-53.1pp | 71.41%-49.2pp | 378.59%-356.3pp |
| Employer contribution / active EE | $10,131 | $3,224+214.2% | $4,736+113.9% | $2,148+371.7% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $3 | $131-97.4% | $10,265-100.0% | $142-97.6% |