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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 | $91,787 | $52,467+74.9% | $57,196+60.5% | $55,167+66.4% |
| Participation rate | 91.2% | 75.8%+15.4pp | 75.3%+15.9pp | 69.0%+22.2pp |
| Annual return | 7.83% | 7.72%+0.1pp | 14.59%-6.8pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,229 | $2,477-50.4% | $2,683-54.2% | $1,963-37.4% |
| Participant deferral / active EE | $3,482 | $2,830+23.0% | $3,096+12.5% | $3,054+14.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |