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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 | $75,436 | $46,732+61.4% | $156,551-51.8% | $55,167+36.7% |
| Participation rate | 99.3% | 65.8%+33.5pp | 84.0%+15.2pp | 69.0%+30.3pp |
| Annual return | 10.66% | 17.72%-7.1pp | 32.23%-21.6pp | 169.23%-158.6pp |
| Employer contribution / active EE | $2,582 | $2,105+22.7% | $5,501-53.1% | $1,963+31.6% |
| Participant deferral / active EE | $6,460 | $2,204+193.1% | $4,871+32.6% | $3,054+111.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |