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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 | $89,553 | $53,837+66.3% | $75,714+18.3% | $85,847+4.3% |
| Participation rate | 93.8% | 69.1%+24.7pp | 74.8%+18.9pp | 69.3%+24.4pp |
| Annual return | 14.01% | 24.54%-10.5pp | 104.62%-90.6pp | 318.61%-304.6pp |
| Employer contribution / active EE | $3,751 | $2,017+85.9% | $2,744+36.7% | $2,565+46.2% |
| Participant deferral / active EE | $5,190 | $2,895+79.3% | $3,820+35.9% | $3,952+31.3% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |