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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 | $48,846 | $67,166-27.3% | $57,356-14.8% | $55,191-11.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | 1.66% | 4.22%-2.6pp | 24.41%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $4,215 | $2,812+49.9% | $2,689+56.8% | $1,899+122.0% |
| Participant deferral / active EE | $4,125 | $2,835+45.5% | $3,162+30.5% | $3,046+35.4% |
| Admin fee / account holder | $7 | $44-84.9% | $3,357-99.8% | $91-92.8% |