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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 | $74,168 | $52,467+41.4% | $57,196+29.7% | $55,167+34.4% |
| Participation rate | 83.8% | 75.8%+7.9pp | 75.3%+8.5pp | 69.0%+14.8pp |
| Annual return | 13.43% | 7.72%+5.7pp | 14.59%-1.2pp | 169.23%-155.8pp |
| Employer contribution / active EE | $2,368 | $2,477-4.4% | $2,683-11.8% | $1,963+20.6% |
| Participant deferral / active EE | $4,680 | $2,830+65.3% | $3,096+51.1% | $3,054+53.2% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |