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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 | $175,124 | $66,124+164.8% | $90,461+93.6% | $73,497+138.3% |
| Participation rate | 95.0% | 69.7%+25.3pp | 72.7%+22.3pp | 70.7%+24.3pp |
| Annual return | 11.36% | 17.65%-6.3pp | 1294.76%-1283.4pp | 28.51%-17.2pp |
| Employer contribution / active EE | $4,827 | $2,346+105.7% | $3,264+47.9% | $2,270+112.6% |
| Participant deferral / active EE | $5,838 | $3,039+92.1% | $3,964+47.3% | $3,740+56.1% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |