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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 | $146,283 | $43,423+236.9% | $78,676+85.9% | $55,167+165.2% |
| Participation rate | 92.5% | 68.0%+24.5pp | 73.6%+18.9pp | 69.0%+23.5pp |
| Annual return | 6.02% | 11.53%-5.5pp | 62.19%-56.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $4,752 | $1,997+138.0% | $2,850+66.7% | $1,963+142.1% |
| Participant deferral / active EE | $5,527 | $2,509+120.3% | $3,517+57.2% | $3,054+81.0% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |