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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 | $108,172 | $52,467+106.2% | $57,196+89.1% | $55,167+96.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.07% | 7.72%-0.6pp | 14.59%-7.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $5,695 | $2,477+129.9% | $2,683+112.3% | $1,963+190.2% |
| Participant deferral / active EE | $5,325 | $2,830+88.1% | $3,096+72.0% | $3,054+74.3% |
| Admin fee / account holder | $5 | $269-98.1% | $3,141-99.8% | $504-99.0% |