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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 | $59,976 | $52,467+14.3% | $57,196+4.9% | $55,167+8.7% |
| Participation rate | 91.8% | 75.8%+15.9pp | 75.3%+16.4pp | 69.0%+22.8pp |
| Annual return | 32.97% | 7.72%+25.2pp | 14.59%+18.4pp | 169.23%-136.3pp |
| Employer contribution / active EE | $1,035 | $2,477-58.2% | $2,683-61.4% | $1,963-47.3% |
| Participant deferral / active EE | $1,706 | $2,830-39.7% | $3,096-44.9% | $3,054-44.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |