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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 | $82,708 | $54,763+51.0% | $90,324-8.4% | $72,976+13.3% |
| Participation rate | 99.0% | 65.2%+33.8pp | 73.3%+25.7pp | 69.5%+29.5pp |
| Annual return | 19.15% | 30.63%-11.5pp | 78.15%-59.0pp | 81.02%-61.9pp |
| Employer contribution / active EE | $4,203 | $2,093+100.8% | $2,856+47.2% | $2,440+72.3% |
| Participant deferral / active EE | $2,171 | $2,887-24.8% | $3,885-44.1% | $3,608-39.8% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |