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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 | $107,519 | $40,275+167.0% | $57,356+87.5% | $59,633+80.3% |
| Participation rate | 98.1% | 69.1%+29.0pp | 75.1%+23.1pp | 68.7%+29.5pp |
| Annual return | 3.87% | 27.52%-23.7pp | 24.41%-20.5pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $5,527 | $1,921+187.7% | $2,689+105.6% | $2,203+150.9% |
| Participant deferral / active EE | $5,761 | $2,400+140.0% | $3,162+82.2% | $3,192+80.5% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |