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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 | $127,487 | $70,002+82.1% | $115,038+10.8% | $52,331+143.6% |
| Participation rate | 90.6% | 72.1%+18.5pp | 81.4%+9.2pp | 68.1%+22.5pp |
| Annual return | 42.74% | 4.04%+38.7pp | 26.14%+16.6pp | 4.54%+38.2pp |
| Employer contribution / active EE | $8,622 | $2,715+217.6% | $4,608+87.1% | $1,882+358.2% |
| Participant deferral / active EE | $2,936 | $4,920-40.3% | $6,026-51.3% | $3,022-2.8% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |