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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 | $89,096 | $74,552+19.5% | $63,018+41.4% | $69,631+28.0% |
| Participation rate | 97.2% | 78.3%+18.9pp | 74.8%+22.4pp | 70.7%+26.5pp |
| Annual return | 12.83% | 15.77%-2.9pp | 87.62%-74.8pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $2,108 | $2,929-28.0% | $2,761-23.7% | $2,032+3.7% |
| Participant deferral / active EE | $2,961 | $2,974-0.5% | $3,330-11.1% | $3,224-8.2% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |