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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 | $134,791 | $76,551+76.1% | $123,894+8.8% | $62,881+114.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.17% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $7,080 | $2,882+145.6% | $4,617+53.3% | $2,281+210.4% |
| Participant deferral / active EE | $4,780 | $4,840-1.2% | $5,984-20.1% | $3,203+49.2% |
| Admin fee / account holder | $23 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |