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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 | $138,097 | $133,040+3.8% | $119,237+15.8% | $79,389+73.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 82.7%+17.3pp | 70.7%+29.3pp |
| Annual return | 20.91% | 20.05%+0.9pp | 30.70%-9.8pp | 116.89%-96.0pp |
| Employer contribution / active EE | $7,949 | $4,390+81.1% | $4,383+81.3% | $2,428+227.4% |
| Participant deferral / active EE | $11,329 | $6,448+75.7% | $6,112+85.3% | $4,046+180.0% |
| Admin fee / account holder | $10 | $686-98.6% | $7,229-99.9% | $626-98.5% |