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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 | $133,057 | $67,411+97.4% | $91,004+46.2% | $70,126+89.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.49% | -40.16%+54.7pp | 4.60%+9.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $5,625 | $1,786+215.0% | $2,456+129.1% | $2,343+140.1% |
| Participant deferral / active EE | $6,223 | $2,823+120.5% | $3,548+75.4% | $3,332+86.8% |
| Admin fee / account holder | $58 | $4,236-98.6% | $5,417-98.9% | $4,645-98.8% |