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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 | $67,981 | $40,263+68.8% | $57,347+18.5% | $59,632+14.0% |
| Participation rate | 97.6% | 69.2%+28.5pp | 75.1%+22.5pp | 68.7%+28.9pp |
| Annual return | 5.76% | 27.50%-21.7pp | 24.40%-18.6pp | 2041.32%-2035.6pp |
| Employer contribution / active EE | $5,921 | $1,922+208.0% | $2,689+120.2% | $2,203+168.8% |
| Participant deferral / active EE | $4,704 | $2,400+96.0% | $3,162+48.8% | $3,192+47.4% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |