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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 | $104,496 | $39,898+161.9% | $121,220-13.8% | $55,725+87.5% |
| Participation rate | 97.1% | 61.2%+35.8pp | 71.8%+25.3pp | 70.9%+26.2pp |
| Annual return | 9.93% | -0.96%+10.9pp | 16.94%-7.0pp | 244.93%-235.0pp |
| Employer contribution / active EE | $2,166 | $1,295+67.2% | $4,023-46.2% | $2,078+4.2% |
| Participant deferral / active EE | $4,247 | $2,439+74.1% | $3,345+26.9% | $3,356+26.6% |
| Admin fee / account holder | $0 | $95-100.0% | $5,021-100.0% | $115-100.0% |