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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 | $114,001 | $45,087+152.8% | $69,483+64.1% | $72,976+56.2% |
| Participation rate | 90.7% | 68.5%+22.2pp | 74.6%+16.1pp | 69.5%+21.2pp |
| Annual return | 13.85% | 22.67%-8.8pp | 28.99%-15.1pp | 81.02%-67.2pp |
| Employer contribution / active EE | $4,211 | $2,055+104.9% | $2,780+51.5% | $2,440+72.6% |
| Participant deferral / active EE | $1,645 | $2,603-36.8% | $3,537-53.5% | $3,608-54.4% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |