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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 | $123,893 | $65,322+89.7% | $70,494+75.8% | $73,497+68.6% |
| Participation rate | 85.2% | 77.0%+8.2pp | 75.1%+10.1pp | 70.7%+14.5pp |
| Annual return | 14.19% | 15.71%-1.5pp | 109.16%-95.0pp | 28.51%-14.3pp |
| Employer contribution / active EE | $4,649 | $2,460+89.0% | $2,738+69.8% | $2,270+104.8% |
| Participant deferral / active EE | $4,672 | $3,375+38.4% | $3,711+25.9% | $3,740+24.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |