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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 | $103,218 | $51,769+99.4% | $57,356+80.0% | $52,331+97.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 3.12% | 2.43%+0.7pp | 24.41%-21.3pp | 4.54%-1.4pp |
| Employer contribution / active EE | $5,456 | $2,335+133.6% | $2,689+102.9% | $1,882+189.9% |
| Participant deferral / active EE | $5,246 | $2,794+87.8% | $3,162+65.9% | $3,022+73.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |