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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 | $150,872 | $65,322+131.0% | $70,476+114.1% | $73,493+105.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 11.36% | 15.71%-4.4pp | 109.12%-97.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $3,347 | $2,460+36.1% | $2,738+22.2% | $2,270+47.4% |
| Participant deferral / active EE | $5,413 | $3,375+60.4% | $3,710+45.9% | $3,740+44.7% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |