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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 | $122,061 | $99,016+23.3% | $93,786+30.1% | $66,949+82.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -16.65% | -14.59%-2.1pp | -11.32%-5.3pp | 1.57%-18.2pp |
| Employer contribution / active EE | $8,466 | $4,769+77.5% | $4,328+95.6% | $2,545+232.6% |
| Participant deferral / active EE | $11,774 | $6,689+76.0% | $6,100+93.0% | $4,239+177.7% |
| Admin fee / account holder | $17 | $477-96.4% | $7,184-99.8% | $594-97.1% |