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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 | $191,658 | $89,370+114.5% | $141,197+35.7% | $72,976+162.6% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 22.50% | 111.88%-89.4pp | 71.41%-48.9pp | 81.02%-58.5pp |
| Employer contribution / active EE | $2,327 | $3,115-25.3% | $4,736-50.9% | $2,440-4.6% |
| Participant deferral / active EE | $12,471 | $5,419+130.2% | $6,710+85.9% | $3,608+245.7% |
| Admin fee / account holder | $21 | $5,957-99.6% | $10,265-99.8% | $5,124-99.6% |