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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 | $145,677 | $57,976+151.3% | $63,018+131.2% | $62,293+133.9% |
| Participation rate | 97.6% | 75.9%+21.7pp | 74.8%+22.8pp | 69.5%+28.1pp |
| Annual return | 13.20% | 17.54%-4.3pp | 87.62%-74.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $3,916 | $2,415+62.2% | $2,761+41.9% | $2,042+91.8% |
| Participant deferral / active EE | $6,013 | $2,956+103.4% | $3,330+80.6% | $3,169+89.7% |
| Admin fee / account holder | $0 | $276-99.9% | $3,601-100.0% | $479-99.9% |