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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 | $75,309 | $52,467+43.5% | $57,196+31.7% | $55,167+36.5% |
| Participation rate | 96.6% | 75.8%+20.7pp | 75.3%+21.3pp | 69.0%+27.6pp |
| Annual return | 64.00% | 7.72%+56.3pp | 14.59%+49.4pp | 169.23%-105.2pp |
| Employer contribution / active EE | $2,547 | $2,477+2.8% | $2,683-5.1% | $1,963+29.8% |
| Participant deferral / active EE | $2,789 | $2,830-1.4% | $3,096-9.9% | $3,054-8.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |