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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 | $123,827 | $52,467+136.0% | $57,196+116.5% | $55,167+124.5% |
| Participation rate | 96.4% | 75.8%+20.6pp | 75.3%+21.1pp | 69.0%+27.4pp |
| Annual return | 8.58% | 7.72%+0.9pp | 14.59%-6.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $5,454 | $2,477+120.2% | $2,683+103.3% | $1,963+177.9% |
| Participant deferral / active EE | $4,771 | $2,830+68.6% | $3,096+54.1% | $3,054+56.2% |
| Admin fee / account holder | $12 | $269-95.6% | $3,141-99.6% | $504-97.7% |