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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 | $54,802 | $38,595+42.0% | $80,004-31.5% | $52,331+4.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 73.0%+27.0pp | 68.1%+31.9pp |
| Annual return | 3.24% | 2.04%+1.2pp | 7.63%-4.4pp | 4.54%-1.3pp |
| Employer contribution / active EE | $3,550 | $1,133+213.3% | $2,473+43.6% | $1,882+88.6% |
| Participant deferral / active EE | $3,177 | $2,318+37.0% | $3,204-0.8% | $3,022+5.1% |
| Admin fee / account holder | $6 | $304-97.9% | $5,033-99.9% | $592-98.9% |