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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 | $145,939 | $67,166+117.3% | $57,349+154.5% | $55,191+164.4% |
| Participation rate | 98.2% | 77.7%+20.5pp | 75.1%+23.1pp | 69.2%+29.0pp |
| Annual return | 1.89% | 4.22%-2.3pp | 24.40%-22.5pp | 10.78%-8.9pp |
| Employer contribution / active EE | $6,446 | $2,812+129.2% | $2,689+139.7% | $1,899+239.5% |
| Participant deferral / active EE | $4,956 | $2,835+74.8% | $3,162+56.7% | $3,046+62.7% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |