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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 | $99,418 | $61,473+61.7% | $81,726+21.6% | $73,412+35.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 15.52% | 28.26%-12.7pp | 29.49%-14.0pp | 59.30%-43.8pp |
| Employer contribution / active EE | $1,200 | $1,898-36.8% | $4,311-72.2% | $2,234-46.3% |
| Participant deferral / active EE | $4,041 | $3,080+31.2% | $7,108-43.1% | $3,806+6.2% |
| Admin fee / account holder | $3 | $125-97.7% | $5,160-99.9% | $158-98.2% |