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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 | $104,442 | $58,828+77.5% | $78,002+33.9% | $62,881+66.1% |
| Participation rate | 75.8% | 71.1%+4.7pp | 75.5%+0.3pp | 69.3%+6.5pp |
| Annual return | 6.79% | 17.16%-10.4pp | 425.99%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,991 | $1,672+78.9% | $2,470+21.1% | $2,281+31.1% |
| Participant deferral / active EE | $6,390 | $2,686+137.9% | $3,497+82.7% | $3,203+99.5% |
| Admin fee / account holder | $120 | $4,393-97.3% | $5,481-97.8% | $4,296-97.2% |