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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 | $74,202 | $73,638+0.8% | $95,960-22.7% | $73,493+1.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 14.10% | 16.78%-2.7pp | 91.63%-77.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $5,166 | $1,863+177.2% | $2,541+103.3% | $2,270+127.6% |
| Participant deferral / active EE | $4,666 | $3,617+29.0% | $4,167+12.0% | $3,740+24.8% |
| Admin fee / account holder | $20 | $482-95.8% | $6,797-99.7% | $513-96.1% |