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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 | $94,574 | $51,769+82.7% | $57,356+64.9% | $52,331+80.7% |
| Participation rate | 91.0% | 75.2%+15.8pp | 75.1%+15.9pp | 68.1%+22.9pp |
| Annual return | 1.63% | 2.43%-0.8pp | 24.41%-22.8pp | 4.54%-2.9pp |
| Employer contribution / active EE | $5,221 | $2,335+123.6% | $2,689+94.2% | $1,882+177.5% |
| Participant deferral / active EE | $4,725 | $2,794+69.1% | $3,162+49.5% | $3,022+56.4% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |