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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 | $169,208 | $101,955+66.0% | $112,923+49.8% | $71,529+136.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | 21.50% | 28.92%-7.4pp | 34.13%-12.6pp | 28.97%-7.5pp |
| Employer contribution / active EE | $9,188 | $4,743+93.7% | $4,570+101.0% | $2,590+254.8% |
| Participant deferral / active EE | $12,693 | $6,771+87.4% | $6,520+94.7% | $4,291+195.8% |
| Admin fee / account holder | $16 | $1,395-98.8% | $7,046-99.8% | $1,588-99.0% |