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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 | $56,028 | $40,275+39.1% | $57,356-2.3% | $59,633-6.0% |
| Participation rate | 99.0% | 69.1%+29.8pp | 75.1%+23.9pp | 68.7%+30.3pp |
| Annual return | 1.77% | 27.52%-25.8pp | 24.41%-22.6pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $3,637 | $1,921+89.3% | $2,689+35.3% | $2,203+65.1% |
| Participant deferral / active EE | $1,785 | $2,400-25.6% | $3,162-43.5% | $3,192-44.1% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |