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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 | $74,760 | $60,795+23.0% | $69,483+7.6% | $65,186+14.7% |
| Participation rate | 98.7% | 74.9%+23.8pp | 74.6%+24.1pp | 70.2%+28.5pp |
| Annual return | 134.10% | 17.46%+116.6pp | 28.99%+105.1pp | 29.39%+104.7pp |
| Employer contribution / active EE | $1,235 | $2,452-49.6% | $2,780-55.6% | $2,177-43.3% |
| Participant deferral / active EE | $2,407 | $3,162-23.9% | $3,537-31.9% | $3,514-31.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |