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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 | $123,693 | $67,166+84.2% | $57,357+115.7% | $55,191+124.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | 0.95% | 4.22%-3.3pp | 24.41%-23.5pp | 10.78%-9.8pp |
| Employer contribution / active EE | $7,045 | $2,812+150.5% | $2,689+162.0% | $1,899+271.1% |
| Participant deferral / active EE | $4,078 | $2,835+43.8% | $3,162+29.0% | $3,046+33.9% |
| Admin fee / account holder | $0 | $44-99.9% | $3,357-100.0% | $91-99.9% |