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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 | $76,926 | $88,324-12.9% | $115,038-33.1% | $55,191+39.4% |
| Participation rate | 98.2% | 72.5%+25.6pp | 81.4%+16.8pp | 69.2%+29.0pp |
| Annual return | 5.87% | 6.30%-0.4pp | 26.14%-20.3pp | 10.78%-4.9pp |
| Employer contribution / active EE | $8,309 | $2,805+196.2% | $4,608+80.3% | $1,899+337.6% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |