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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 | $81,225 | $48,327+68.1% | $67,575+20.2% | $80,935+0.4% |
| Participation rate | 94.3% | 66.4%+27.8pp | 72.9%+21.3pp | 67.7%+26.6pp |
| Annual return | 13.01% | 18.31%-5.3pp | 3528.98%-3516.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $2,923 | $2,022+44.5% | $2,736+6.8% | $2,757+6.0% |
| Participant deferral / active EE | $3,392 | $2,927+15.9% | $4,003-15.3% | $4,299-21.1% |
| Admin fee / account holder | $0 | $3,692-100.0% | $3,993-100.0% | $6,924-100.0% |