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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 | $98,084 | $57,976+69.2% | $63,003+55.7% | $62,293+57.5% |
| Participation rate | 97.7% | 75.9%+21.8pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 13.51% | 17.54%-4.0pp | 87.59%-74.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $2,541 | $2,415+5.2% | $2,760-8.0% | $2,042+24.4% |
| Participant deferral / active EE | $4,111 | $2,956+39.1% | $3,329+23.5% | $3,169+29.7% |
| Admin fee / account holder | $7 | $276-97.5% | $3,600-99.8% | $479-98.5% |