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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 | $58,648 | $48,313+21.4% | $73,309-20.0% | $52,331+12.1% |
| Participation rate | 99.4% | 68.6%+30.8pp | 74.9%+24.4pp | 68.1%+31.3pp |
| Annual return | 3.32% | 3.85%-0.5pp | 5.67%-2.4pp | 4.54%-1.2pp |
| Employer contribution / active EE | $4,496 | $1,661+170.7% | $3,237+38.9% | $1,882+139.0% |
| Participant deferral / active EE | $0 | $4,189-100.0% | $4,991-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $404-100.0% | $5,635-100.0% | $592-100.0% |