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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 | $78,190 | $52,467+49.0% | $57,196+36.7% | $55,167+41.7% |
| Participation rate | 98.6% | 75.8%+22.8pp | 75.3%+23.3pp | 69.0%+29.6pp |
| Annual return | 1.98% | 7.72%-5.7pp | 14.59%-12.6pp | 169.23%-167.2pp |
| Employer contribution / active EE | $2,325 | $2,477-6.1% | $2,683-13.3% | $1,963+18.5% |
| Participant deferral / active EE | $3,220 | $2,830+13.8% | $3,096+4.0% | $3,054+5.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |