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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 | $158,722 | $73,638+115.5% | $95,964+65.4% | $73,497+116.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 14.11% | 16.78%-2.7pp | 91.64%-77.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $4,578 | $1,863+145.7% | $2,541+80.2% | $2,270+101.7% |
| Participant deferral / active EE | $10,243 | $3,617+183.2% | $4,167+145.8% | $3,740+173.9% |
| Admin fee / account holder | $62 | $482-87.1% | $6,797-99.1% | $513-87.9% |