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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 | $101,011 | $46,297+118.2% | $71,671+40.9% | $62,293+62.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 17.16% | 22.32%-5.2pp | 20.65%-3.5pp | 28.90%-11.7pp |
| Employer contribution / active EE | $3,969 | $1,412+181.1% | $2,460+61.4% | $2,042+94.3% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |