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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 | $53,025 | $42,772+24.0% | $87,502-39.4% | $55,167-3.9% |
| Participation rate | 96.6% | 66.5%+30.1pp | 73.8%+22.7pp | 69.0%+27.6pp |
| Annual return | 6.27% | 21.20%-14.9pp | 12.21%-5.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,024 | $1,277+136.8% | $2,550+18.6% | $1,963+54.1% |
| Participant deferral / active EE | $3,274 | $2,342+39.8% | $3,149+4.0% | $3,054+7.2% |
| Admin fee / account holder | $5 | $461-99.0% | $4,221-99.9% | $504-99.1% |