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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 | $127,659 | $86,341+47.9% | $125,195+2.0% | $65,186+95.8% |
| Participation rate | 97.8% | 75.3%+22.5pp | 79.8%+18.0pp | 70.2%+27.6pp |
| Annual return | 21.20% | 27.44%-6.2pp | 43.79%-22.6pp | 29.39%-8.2pp |
| Employer contribution / active EE | $4,784 | $2,040+134.6% | $3,866+23.8% | $2,177+119.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |