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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 | $102,729 | $53,841+90.8% | $75,731+35.7% | $85,851+19.7% |
| Participation rate | 92.6% | 69.0%+23.6pp | 74.8%+17.8pp | 69.3%+23.3pp |
| Annual return | 17.88% | 24.54%-6.7pp | 104.65%-86.8pp | 318.63%-300.8pp |
| Employer contribution / active EE | $3,309 | $2,017+64.0% | $2,743+20.6% | $2,565+29.0% |
| Participant deferral / active EE | $4,869 | $2,895+68.2% | $3,820+27.5% | $3,952+23.2% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |