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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 | $108,300 | $70,002+54.7% | $115,038-5.9% | $52,331+107.0% |
| Participation rate | 92.0% | 72.1%+19.9pp | 81.4%+10.6pp | 68.1%+23.9pp |
| Annual return | 0.07% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $7,111 | $2,715+161.9% | $4,608+54.3% | $1,882+277.9% |
| Participant deferral / active EE | $5,824 | $4,920+18.4% | $6,026-3.4% | $3,022+92.7% |
| Admin fee / account holder | $23 | $566-96.0% | $8,175-99.7% | $592-96.2% |