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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 | $151,461 | $57,976+161.2% | $63,018+140.3% | $62,293+143.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.65% | 17.54%+1.1pp | 87.62%-69.0pp | 28.90%-10.2pp |
| Employer contribution / active EE | $10,152 | $2,415+320.4% | $2,761+267.7% | $2,042+397.1% |
| Participant deferral / active EE | $6,854 | $2,956+131.9% | $3,330+105.8% | $3,169+116.3% |
| Admin fee / account holder | $113 | $276-59.1% | $3,601-96.9% | $479-76.5% |