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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 | $114,017 | $74,552+52.9% | $63,018+80.9% | $69,631+63.7% |
| Participation rate | 98.3% | 78.3%+20.0pp | 74.8%+23.5pp | 70.7%+27.6pp |
| Annual return | 15.01% | 15.77%-0.8pp | 87.62%-72.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $4,190 | $2,929+43.1% | $2,761+51.8% | $2,032+106.2% |
| Participant deferral / active EE | $3,840 | $2,974+29.1% | $3,330+15.3% | $3,224+19.1% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |