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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 | $72,742 | $40,275+80.6% | $57,356+26.8% | $59,633+22.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.08% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $3,198 | $1,921+66.4% | $2,689+18.9% | $2,203+45.2% |
| Participant deferral / active EE | $3,198 | $2,400+33.2% | $3,162+1.1% | $3,192+0.2% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |