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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 | $168,772 | $91,692+84.1% | $67,561+149.8% | $77,714+117.2% |
| Participation rate | 98.2% | 76.0%+22.1pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 11.70% | 14.88%-3.2pp | 3525.44%-3513.7pp | 31.26%-19.6pp |
| Employer contribution / active EE | $4,134 | $3,188+29.7% | $2,735+51.2% | $2,727+51.6% |
| Participant deferral / active EE | $5,280 | $3,912+35.0% | $4,003+31.9% | $4,649+13.6% |
| Admin fee / account holder | $93 | $245-62.0% | $4,006-97.7% | $433-78.5% |