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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 | $220,328 | $48,313+356.0% | $73,309+200.5% | $52,331+321.0% |
| Participation rate | 82.1% | 68.6%+13.5pp | 74.9%+7.2pp | 68.1%+14.0pp |
| Annual return | 0.00% | 3.85%-3.8pp | 5.67%-5.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $12,690 | $1,661+663.9% | $3,237+292.0% | $1,882+574.4% |
| Participant deferral / active EE | $17,771 | $4,189+324.3% | $4,991+256.1% | $3,022+488.0% |
| Admin fee / account holder | $4 | $404-99.1% | $5,635-99.9% | $592-99.4% |