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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 | $65,518 | $52,467+24.9% | $57,196+14.6% | $55,167+18.8% |
| Participation rate | 90.7% | 75.8%+14.9pp | 75.3%+15.4pp | 69.0%+21.7pp |
| Annual return | 5.91% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,068 | $2,477-16.5% | $2,683-22.9% | $1,963+5.4% |
| Participant deferral / active EE | $3,863 | $2,830+36.5% | $3,096+24.8% | $3,054+26.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |