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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 | $70,630 | $63,905+10.5% | $74,184-4.8% | $57,658+22.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 24.24% | 60.60%-36.4pp | 17.74%+6.5pp | 5.13%+19.1pp |
| Employer contribution / active EE | $3,407 | $1,840+85.1% | $2,370+43.8% | $1,974+72.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |