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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 | $111,187 | $74,552+49.1% | $63,005+76.5% | $69,631+59.7% |
| Participation rate | 96.5% | 78.3%+18.3pp | 74.8%+21.7pp | 70.7%+25.9pp |
| Annual return | 13.30% | 15.77%-2.5pp | 87.59%-74.3pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,760-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,503 | $2,974+118.6% | $3,329+95.3% | $3,224+101.7% |
| Admin fee / account holder | $0 | $59-99.4% | $3,599-100.0% | $110-99.7% |