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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 | $114,045 | $70,667+61.4% | $123,105-7.4% | $52,331+117.9% |
| Participation rate | 99.5% | 83.7%+15.8pp | 86.8%+12.7pp | 68.1%+31.4pp |
| Annual return | 6.01% | 6.23%-0.2pp | 13.22%-7.2pp | 4.54%+1.5pp |
| Employer contribution / active EE | $3,763 | $2,946+27.7% | $5,151-26.9% | $1,882+100.0% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |