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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 | $78,210 | $57,976+34.9% | $63,018+24.1% | $62,293+25.6% |
| Participation rate | 98.0% | 75.9%+22.1pp | 74.8%+23.2pp | 69.5%+28.5pp |
| Annual return | 17.59% | 17.54%0pp | 87.62%-70.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $8,074 | $2,415+234.4% | $2,761+192.5% | $2,042+295.3% |
| Participant deferral / active EE | $4,065 | $2,956+37.5% | $3,330+22.1% | $3,169+28.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |