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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 | $140,005 | $74,706+87.4% | $75,714+84.9% | $79,391+76.3% |
| Participation rate | 99.6% | 75.3%+24.2pp | 74.8%+24.7pp | 70.7%+28.9pp |
| Annual return | 26.29% | 18.52%+7.8pp | 104.62%-78.3pp | 116.88%-90.6pp |
| Employer contribution / active EE | $7,629 | $2,590+194.6% | $2,744+178.1% | $2,428+214.2% |
| Participant deferral / active EE | $3,324 | $3,533-5.9% | $3,820-13.0% | $4,046-17.8% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $627-100.0% |