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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 | $147,491 | $50,175+194.0% | $99,479+48.3% | $65,186+126.3% |
| Participation rate | 89.1% | 68.4%+20.7pp | 73.8%+15.3pp | 70.2%+18.9pp |
| Annual return | 41.02% | 25.36%+15.7pp | 30.72%+10.3pp | 29.39%+11.6pp |
| Employer contribution / active EE | $2,475 | $1,496+65.4% | $2,540-2.6% | $2,177+13.7% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $398-99.3% | $6,253-100.0% | $847-99.7% |