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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 | $174,548 | $74,552+134.1% | $63,005+177.0% | $69,631+150.7% |
| Participation rate | 96.8% | 78.3%+18.5pp | 74.8%+22.0pp | 70.7%+26.1pp |
| Annual return | 15.81% | 15.77%0pp | 87.59%-71.8pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $7,312 | $2,929+149.6% | $2,760+164.9% | $2,032+259.8% |
| Participant deferral / active EE | $5,071 | $2,974+70.5% | $3,329+52.3% | $3,224+57.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,599-100.0% | $110-100.0% |