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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 | $101,452 | $39,859+154.5% | $78,676+28.9% | $57,658+76.0% |
| Participation rate | 99.8% | 66.1%+33.7pp | 73.6%+26.2pp | 70.2%+29.5pp |
| Annual return | 10.68% | 18.96%-8.3pp | 62.19%-51.5pp | 5.13%+5.5pp |
| Employer contribution / active EE | $9,656 | $1,786+440.7% | $2,850+238.8% | $1,974+389.2% |
| Participant deferral / active EE | $6,294 | $2,248+180.0% | $3,517+79.0% | $3,061+105.7% |
| Admin fee / account holder | $0 | $76-100.0% | $4,510-100.0% | $95-100.0% |