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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 | $86,393 | $39,132+120.8% | $57,196+51.0% | $62,881+37.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.04% | 9.24%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $10,023 | $1,874+434.9% | $2,683+273.6% | $2,281+339.4% |
| Participant deferral / active EE | $4,935 | $2,374+107.8% | $3,096+59.4% | $3,203+54.1% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |