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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 | $58,230 | $48,076+21.1% | $78,690-26.0% | $62,891-7.4% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.6%+23.7pp | 69.3%+28.0pp |
| Annual return | 216.08% | 31.35%+184.7pp | 62.18%+153.9pp | 20.14%+195.9pp |
| Employer contribution / active EE | $2,778 | $2,015+37.9% | $2,851-2.5% | $2,281+21.8% |
| Participant deferral / active EE | $5,875 | $2,588+127.0% | $3,517+67.1% | $3,203+83.4% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,511-100.0% | $4,296-100.0% |