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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 | $128,528 | $50,637+153.8% | $86,582+48.4% | $62,293+106.3% |
| Participation rate | 78.4% | 67.9%+10.5pp | 73.5%+4.8pp | 69.5%+8.9pp |
| Annual return | 15.63% | 20.80%-5.2pp | 965.08%-949.5pp | 28.90%-13.3pp |
| Employer contribution / active EE | $4,935 | $2,075+137.8% | $2,839+73.8% | $2,042+141.6% |
| Participant deferral / active EE | $3,833 | $2,611+46.8% | $3,609+6.2% | $3,169+20.9% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |