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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 | $96,362 | $75,183+28.2% | $123,894-22.2% | $55,167+74.7% |
| Participation rate | 98.2% | 72.8%+25.4pp | 81.4%+16.8pp | 69.0%+29.2pp |
| Annual return | 12.72% | 19.01%-6.3pp | 47.52%-34.8pp | 169.23%-156.5pp |
| Employer contribution / active EE | $12,360 | $2,823+337.8% | $4,617+167.7% | $1,963+529.8% |
| Participant deferral / active EE | $5,960 | $5,084+17.2% | $5,984-0.4% | $3,054+95.1% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |