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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 | $150,771 | $57,976+160.1% | $63,018+139.2% | $62,293+142.0% |
| Participation rate | 98.2% | 75.9%+22.3pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 19.95% | 17.54%+2.4pp | 87.62%-67.7pp | 28.90%-8.9pp |
| Employer contribution / active EE | $6,109 | $2,415+153.0% | $2,761+121.3% | $2,042+199.1% |
| Participant deferral / active EE | $5,603 | $2,956+89.6% | $3,330+68.3% | $3,169+76.8% |
| Admin fee / account holder | $9 | $276-96.7% | $3,601-99.7% | $479-98.1% |