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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 | $78,478 | $45,087+74.1% | $69,483+12.9% | $72,976+7.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.31% | 22.67%-4.4pp | 28.99%-10.7pp | 81.02%-62.7pp |
| Employer contribution / active EE | $3,791 | $2,055+84.5% | $2,780+36.4% | $2,440+55.4% |
| Participant deferral / active EE | $4,715 | $2,603+81.1% | $3,537+33.3% | $3,608+30.7% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |