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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 | $58,669 | $51,769+13.3% | $57,356+2.3% | $52,331+12.1% |
| Participation rate | 94.4% | 75.2%+19.1pp | 75.1%+19.3pp | 68.1%+26.3pp |
| Annual return | 1.31% | 2.43%-1.1pp | 24.41%-23.1pp | 4.54%-3.2pp |
| Employer contribution / active EE | $4,431 | $2,335+89.7% | $2,689+64.8% | $1,882+135.5% |
| Participant deferral / active EE | $5,132 | $2,794+83.7% | $3,162+62.3% | $3,022+69.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |