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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 | $62,845 | $74,552-15.7% | $63,005-0.3% | $69,631-9.7% |
| Participation rate | 96.7% | 78.3%+18.4pp | 74.8%+21.9pp | 70.7%+26.0pp |
| Annual return | 15.97% | 15.77%+0.2pp | 87.59%-71.6pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,333 | $2,929-20.3% | $2,760-15.5% | $2,032+14.8% |
| Participant deferral / active EE | $1,481 | $2,974-50.2% | $3,329-55.5% | $3,224-54.1% |
| Admin fee / account holder | $0 | $59-100.0% | $3,599-100.0% | $110-100.0% |