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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 | $105,915 | $43,423+143.9% | $78,676+34.6% | $55,167+92.0% |
| Participation rate | 98.7% | 68.0%+30.6pp | 73.6%+25.1pp | 69.0%+29.7pp |
| Annual return | 7.42% | 11.53%-4.1pp | 62.19%-54.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $3,789 | $1,997+89.8% | $2,850+32.9% | $1,963+93.1% |
| Participant deferral / active EE | $5,638 | $2,509+124.7% | $3,517+60.3% | $3,054+84.6% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |