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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 | $140,272 | $75,183+86.6% | $123,894+13.2% | $55,167+154.3% |
| Participation rate | 99.3% | 72.8%+26.5pp | 81.4%+17.9pp | 69.0%+30.3pp |
| Annual return | 6.72% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $4,168 | $2,823+47.6% | $4,617-9.7% | $1,963+112.4% |
| Participant deferral / active EE | $5,335 | $5,084+4.9% | $5,984-10.9% | $3,054+74.7% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |