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 | $189,729 | $112,772+68.2% | $57,357+230.8% | $59,188+220.6% |
| Participation rate | 98.8% | 71.3%+27.5pp | 75.1%+23.7pp | 69.4%+29.4pp |
| Annual return | 2.72% | 0.85%+1.9pp | 24.41%-21.7pp | 5.51%-2.8pp |
| Employer contribution / active EE | $8,845 | $3,400+160.1% | $2,689+228.9% | $2,098+321.6% |
| Participant deferral / active EE | $8,598 | $3,010+185.7% | $3,162+171.9% | $3,265+163.4% |
| Admin fee / account holder | $1 | $144-99.0% | $3,357-100.0% | $92-98.4% |