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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 | $83,371 | $52,467+58.9% | $57,196+45.8% | $55,167+51.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 75.3%+10.4pp | 69.0%+16.7pp |
| Annual return | 41.31% | 7.72%+33.6pp | 14.59%+26.7pp | 169.23%-127.9pp |
| Employer contribution / active EE | $4,454 | $2,477+79.8% | $2,683+66.0% | $1,963+127.0% |
| Participant deferral / active EE | $2,884 | $2,830+1.9% | $3,096-6.8% | $3,054-5.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |