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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 | $98,919 | $51,620+91.6% | $90,300+9.5% | $65,185+51.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 20.76% | 24.94%-4.2pp | 78.11%-57.4pp | 29.38%-8.6pp |
| Employer contribution / active EE | $4,830 | $2,235+116.1% | $2,854+69.2% | $2,177+121.9% |
| Participant deferral / active EE | $3,974 | $2,871+38.4% | $3,884+2.3% | $3,514+13.1% |
| Admin fee / account holder | $100 | $384-74.0% | $5,353-98.1% | $847-88.2% |