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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 | $72,182 | $53,128+35.9% | $86,581-16.6% | $70,124+2.9% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 15.19% | 27.66%-12.5pp | 965.06%-949.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $6,584 | $2,068+218.4% | $2,840+131.9% | $2,342+181.1% |
| Participant deferral / active EE | $2,285 | $2,695-15.2% | $3,609-36.7% | $3,332-31.4% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |