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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 | $75,578 | $84,948-11.0% | $70,494+7.2% | $73,412+3.0% |
| Participation rate | 94.5% | 79.9%+14.5pp | 75.1%+19.4pp | 72.2%+22.3pp |
| Annual return | 60.31% | 13.39%+46.9pp | 109.16%-48.8pp | 59.30%+1.0pp |
| Employer contribution / active EE | $1,076 | $2,834-62.0% | $2,738-60.7% | $2,234-51.8% |
| Participant deferral / active EE | $4,662 | $3,387+37.6% | $3,711+25.6% | $3,806+22.5% |
| Admin fee / account holder | $0 | $98-100.0% | $3,848-100.0% | $158-100.0% |