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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 | $58,511 | $52,467+11.5% | $57,196+2.3% | $55,167+6.1% |
| Participation rate | 97.1% | 75.8%+21.3pp | 75.3%+21.8pp | 69.0%+28.2pp |
| Annual return | 6.22% | 7.72%-1.5pp | 14.59%-8.4pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,431 | $2,477+38.5% | $2,683+27.9% | $1,963+74.8% |
| Participant deferral / active EE | $1,704 | $2,830-39.8% | $3,096-45.0% | $3,054-44.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |