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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 | $115,654 | $100,801+14.7% | $149,751-22.8% | $73,415+57.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 17.15% | 265.34%-248.2pp | 276.71%-259.6pp | 59.30%-42.2pp |
| Employer contribution / active EE | $9,421 | $3,312+184.5% | $4,646+102.8% | $2,234+321.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $3 | $181-98.5% | $9,312-100.0% | $158-98.3% |