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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 | $149,812 | $45,041+232.6% | $63,003+137.8% | $70,131+113.6% |
| Participation rate | 75.9% | 69.5%+6.4pp | 74.8%+1.1pp | 69.5%+6.4pp |
| Annual return | 14.30% | 18.76%-4.5pp | 87.59%-73.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,646 | $2,052+126.4% | $2,760+68.3% | $2,342+98.3% |
| Participant deferral / active EE | $8,054 | $2,465+226.7% | $3,329+141.9% | $3,332+141.7% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |