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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 | $174,357 | $70,002+149.1% | $115,038+51.6% | $52,331+233.2% |
| Participation rate | 98.2% | 72.1%+26.1pp | 81.4%+16.9pp | 68.1%+30.1pp |
| Annual return | -1.31% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $10,827 | $2,715+298.8% | $4,608+135.0% | $1,882+475.4% |
| Participant deferral / active EE | $5,651 | $4,920+14.9% | $6,026-6.2% | $3,022+87.0% |
| Admin fee / account holder | $26 | $566-95.4% | $8,175-99.7% | $592-95.6% |