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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 | $122,523 | $74,706+64.0% | $75,731+61.8% | $79,389+54.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 27.32% | 18.52%+8.8pp | 104.65%-77.3pp | 116.89%-89.6pp |
| Employer contribution / active EE | $3,491 | $2,590+34.8% | $2,743+27.3% | $2,428+43.8% |
| Participant deferral / active EE | $4,967 | $3,533+40.6% | $3,820+30.0% | $4,046+22.8% |
| Admin fee / account holder | $227 | $374-39.4% | $3,620-93.7% | $626-63.7% |