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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 | $119,163 | $63,114+88.8% | $92,915+28.2% | $65,186+82.8% |
| Participation rate | 98.2% | 68.8%+29.4pp | 76.0%+22.2pp | 70.2%+28.0pp |
| Annual return | 33.42% | 28.75%+4.7pp | 109.45%-76.0pp | 29.39%+4.0pp |
| Employer contribution / active EE | $4,455 | $2,571+73.3% | $3,653+21.9% | $2,177+104.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |