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 | $225,795 | $54,237+316.3% | $90,336+149.9% | $67,584+234.1% |
| Participation rate | 91.3% | 68.6%+22.7pp | 73.3%+18.1pp | 71.3%+20.1pp |
| Annual return | 19.10% | 37.27%-18.2pp | 78.15%-59.1pp | 378.59%-359.5pp |
| Employer contribution / active EE | $6,163 | $1,846+233.9% | $2,856+115.8% | $2,148+186.9% |
| Participant deferral / active EE | $9,280 | $2,625+253.5% | $3,886+138.8% | $3,540+162.2% |
| Admin fee / account holder | $6 | $123-94.8% | $5,357-99.9% | $142-95.5% |