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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 | $102,050 | $80,177+27.3% | $123,894-17.6% | $57,658+77.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 9.89% | 17.90%-8.0pp | 47.52%-37.6pp | 5.13%+4.8pp |
| Employer contribution / active EE | $3,831 | $2,913+31.5% | $4,617-17.0% | $1,974+94.1% |
| Participant deferral / active EE | $6,944 | $5,130+35.4% | $5,984+16.0% | $3,061+126.9% |
| Admin fee / account holder | $3 | $106-97.6% | $8,357-100.0% | $95-97.3% |