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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 | $65,878 | $43,423+51.7% | $78,676-16.3% | $55,167+19.4% |
| Participation rate | 93.2% | 68.0%+25.1pp | 73.6%+19.6pp | 69.0%+24.2pp |
| Annual return | 11.53% | 11.53%0pp | 62.19%-50.7pp | 169.23%-157.7pp |
| Employer contribution / active EE | $6,894 | $1,997+245.2% | $2,850+141.9% | $1,963+251.2% |
| Participant deferral / active EE | $5,132 | $2,509+104.6% | $3,517+45.9% | $3,054+68.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |