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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 | $91,710+84.0% | $67,560+149.8% | $77,762+117.0% |
| Participation rate | 98.2% | 76.0%+22.2pp | 72.9%+25.2pp | 70.6%+27.6pp |
| Annual return | 11.70% | 14.88%-3.2pp | 3533.50%-3521.8pp | 31.27%-19.6pp |
| Employer contribution / active EE | $4,134 | $3,187+29.7% | $2,737+51.1% | $2,728+51.6% |
| Participant deferral / active EE | $5,280 | $3,911+35.0% | $4,004+31.9% | $4,651+13.5% |
| Admin fee / account holder | $93 | $245-62.1% | $3,994-97.7% | $433-78.5% |