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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 | $89,188 | $52,467+70.0% | $57,196+55.9% | $55,167+61.7% |
| Participation rate | 81.8% | 75.8%+5.9pp | 75.3%+6.4pp | 69.0%+12.8pp |
| Annual return | 6.63% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.6pp |
| Employer contribution / active EE | $5,201 | $2,477+110.0% | $2,683+93.9% | $1,963+165.0% |
| Participant deferral / active EE | $5,225 | $2,830+84.6% | $3,096+68.8% | $3,054+71.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |