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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 | $71,843 | $45,050+59.5% | $63,018+14.0% | $70,126+2.4% |
| Participation rate | 98.9% | 69.5%+29.4pp | 74.8%+24.1pp | 69.5%+29.4pp |
| Annual return | 47.00% | 18.76%+28.2pp | 87.62%-40.6pp | 73.15%-26.1pp |
| Employer contribution / active EE | $3,300 | $2,052+60.8% | $2,761+19.5% | $2,343+40.9% |
| Participant deferral / active EE | $4,534 | $2,466+83.9% | $3,330+36.2% | $3,332+36.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |