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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 | $72,938 | $52,467+39.0% | $57,196+27.5% | $55,167+32.2% |
| Participation rate | 98.8% | 75.8%+22.9pp | 75.3%+23.4pp | 69.0%+29.8pp |
| Annual return | 6.82% | 7.72%-0.9pp | 14.59%-7.8pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,588 | $2,477-35.9% | $2,683-40.8% | $1,963-19.1% |
| Participant deferral / active EE | $1,058 | $2,830-62.6% | $3,096-65.8% | $3,054-65.3% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |