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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 | $63,414 | $37,134+70.8% | $100,671-37.0% | $52,331+21.2% |
| Participation rate | 86.5% | 57.7%+28.8pp | 70.7%+15.7pp | 68.1%+18.4pp |
| Annual return | 2.11% | 0.10%+2.0pp | 20.43%-18.3pp | 4.54%-2.4pp |
| Employer contribution / active EE | $1,911 | $1,187+61.0% | $4,012-52.4% | $1,882+1.6% |
| Participant deferral / active EE | $6,793 | $2,163+214.0% | $3,144+116.1% | $3,022+124.8% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |