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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 | $124,407 | $49,255+152.6% | $70,494+76.5% | $79,856+55.8% |
| Participation rate | 90.8% | 69.2%+21.7pp | 75.1%+15.8pp | 69.6%+21.2pp |
| Annual return | 10.88% | 30.10%-19.2pp | 109.16%-98.3pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,814 | $2,100+81.6% | $2,738+39.3% | $2,471+54.3% |
| Participant deferral / active EE | $1,652 | $2,768-40.3% | $3,711-55.5% | $3,741-55.8% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |