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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 | $73,591 | $57,976+26.9% | $63,018+16.8% | $62,293+18.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.32% | 17.54%-2.2pp | 87.62%-72.3pp | 28.90%-13.6pp |
| Employer contribution / active EE | $5,523 | $2,415+128.7% | $2,761+100.1% | $2,042+170.5% |
| Participant deferral / active EE | $6,015 | $2,956+103.5% | $3,330+80.7% | $3,169+89.8% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |