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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 | $123,955 | $63,314+95.8% | $91,004+36.2% | $62,293+99.0% |
| Participation rate | 93.9% | 73.3%+20.5pp | 75.6%+18.3pp | 69.5%+24.3pp |
| Annual return | 15.68% | 21.00%-5.3pp | 4.60%+11.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $4,285 | $1,807+137.1% | $2,456+74.5% | $2,042+109.8% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $10 | $468-97.9% | $5,417-99.8% | $479-98.0% |