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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 | $104,648 | $74,024+41.4% | $78,002+34.2% | $57,661+81.5% |
| Participation rate | 92.6% | 79.7%+12.8pp | 75.5%+17.0pp | 70.2%+22.3pp |
| Annual return | 6.65% | 12.14%-5.5pp | 425.99%-419.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $5,097 | $2,365+115.5% | $2,470+106.3% | $1,974+158.2% |
| Participant deferral / active EE | $5,670 | $3,533+60.5% | $3,497+62.1% | $3,061+85.3% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |