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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 | $96,314 | $48,078+100.3% | $78,676+22.4% | $62,881+53.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.44% | 31.36%-24.9pp | 62.19%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $9,323 | $2,015+362.8% | $2,850+227.1% | $2,281+308.7% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |