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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 | $119,122 | $41,854+184.6% | $73,836+61.3% | $52,331+127.6% |
| Participation rate | 93.3% | 66.2%+27.1pp | 73.4%+19.9pp | 68.1%+25.2pp |
| Annual return | 2.40% | 2.11%+0.3pp | 2268.06%-2265.7pp | 4.54%-2.1pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,025 | $2,498+181.2% | $3,583+96.1% | $3,022+132.5% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |