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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 | $196,314 | $91,710+114.1% | $67,560+190.6% | $77,762+152.5% |
| Participation rate | 80.3% | 76.0%+4.3pp | 72.9%+7.4pp | 70.6%+9.7pp |
| Annual return | 11.93% | 14.88%-2.9pp | 3533.50%-3521.6pp | 31.27%-19.3pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,411 | $3,911-38.3% | $4,004-39.8% | $4,651-48.2% |
| Admin fee / account holder | $0 | $245-100.0% | $3,994-100.0% | $433-100.0% |