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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 | $100,995 | $41,854+141.3% | $73,836+36.8% | $52,331+93.0% |
| Participation rate | 98.3% | 66.2%+32.1pp | 73.4%+24.9pp | 68.1%+30.2pp |
| Annual return | 2.52% | 2.11%+0.4pp | 2268.06%-2265.5pp | 4.54%-2.0pp |
| Employer contribution / active EE | $3,468 | $1,920+80.6% | $2,787+24.4% | $1,882+84.3% |
| Participant deferral / active EE | $4,717 | $2,498+88.8% | $3,583+31.7% | $3,022+56.1% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |