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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 | $80,244 | $52,467+52.9% | $57,196+40.3% | $55,167+45.5% |
| Participation rate | 99.3% | 75.8%+23.5pp | 75.3%+24.0pp | 69.0%+30.3pp |
| Annual return | 6.13% | 7.72%-1.6pp | 14.59%-8.5pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,468 | $2,477+40.0% | $2,683+29.3% | $1,963+76.7% |
| Participant deferral / active EE | $4,147 | $2,830+46.5% | $3,096+33.9% | $3,054+35.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |