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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 | $89,786 | $51,769+73.4% | $57,356+56.5% | $52,331+71.6% |
| Participation rate | 98.9% | 75.2%+23.6pp | 75.1%+23.8pp | 68.1%+30.8pp |
| Annual return | 3.10% | 2.43%+0.7pp | 24.41%-21.3pp | 4.54%-1.4pp |
| Employer contribution / active EE | $1,456 | $2,335-37.6% | $2,689-45.8% | $1,882-22.6% |
| Participant deferral / active EE | $4,015 | $2,794+43.7% | $3,162+27.0% | $3,022+32.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |