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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 | $46,368 | $51,244-9.5% | $80,977-42.7% | $55,167-15.9% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.0%+17.2pp |
| Annual return | 8.53% | 17.39%-8.9pp | 17.11%-8.6pp | 169.23%-160.7pp |
| Employer contribution / active EE | $5,380 | $1,770+203.9% | $3,715+44.8% | $1,963+174.1% |
| Participant deferral / active EE | $7,503 | $4,418+69.8% | $5,696+31.7% | $3,054+145.7% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |