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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 | $88,582 | $49,255+79.8% | $70,494+25.7% | $79,856+10.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.89% | 30.10%-14.2pp | 109.16%-93.3pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,840 | $2,100+82.9% | $2,738+40.3% | $2,471+55.4% |
| Participant deferral / active EE | $4,787 | $2,768+72.9% | $3,711+29.0% | $3,741+28.0% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |