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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 | $136,272 | $67,166+102.9% | $57,356+137.6% | $55,191+146.9% |
| Participation rate | 97.9% | 77.7%+20.2pp | 75.1%+22.8pp | 69.2%+28.7pp |
| Annual return | 2.00% | 4.22%-2.2pp | 24.41%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $5,295 | $2,812+88.3% | $2,689+96.9% | $1,899+178.9% |
| Participant deferral / active EE | $4,304 | $2,835+51.8% | $3,162+36.1% | $3,046+41.3% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |