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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 | $153,820 | $105,581+45.7% | $70,492+118.2% | $90,274+70.4% |
| Participation rate | 97.7% | 77.5%+20.2pp | 75.1%+22.7pp | 73.4%+24.4pp |
| Annual return | 49.10% | 14.78%+34.3pp | 109.16%-60.1pp | 53.97%-4.9pp |
| Employer contribution / active EE | $3,172 | $3,304-4.0% | $2,738+15.8% | $2,523+25.7% |
| Participant deferral / active EE | $2,422 | $3,813-36.5% | $3,711-34.7% | $4,231-42.7% |
| Admin fee / account holder | $4 | $68-94.7% | $3,848-99.9% | $114-96.9% |