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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 | $70,775 | $57,976+22.1% | $63,018+12.3% | $62,293+13.6% |
| Participation rate | 93.8% | 75.9%+17.8pp | 74.8%+19.0pp | 69.5%+24.3pp |
| Annual return | 13.14% | 17.54%-4.4pp | 87.62%-74.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,994 | $2,415-17.4% | $2,761-27.8% | $2,042-2.4% |
| Participant deferral / active EE | $3,995 | $2,956+35.2% | $3,330+20.0% | $3,169+26.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |