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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 | $107,943 | $49,255+119.2% | $70,494+53.1% | $79,856+35.2% |
| Participation rate | 96.9% | 69.2%+27.8pp | 75.1%+21.9pp | 69.6%+27.3pp |
| Annual return | 13.98% | 30.10%-16.1pp | 109.16%-95.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $9,917 | $2,100+372.2% | $2,738+262.2% | $2,471+301.3% |
| Participant deferral / active EE | $4,757 | $2,768+71.8% | $3,711+28.2% | $3,741+27.2% |
| Admin fee / account holder | $14 | $2,879-99.5% | $3,848-99.6% | $5,306-99.7% |