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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 | $81,175 | $43,344+87.3% | $59,899+35.5% | $64,173+26.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.30% | -1.55%+11.8pp | 3.46%+6.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $3,488 | $2,030+71.9% | $2,723+28.1% | $2,381+46.5% |
| Participant deferral / active EE | $3,951 | $2,547+55.1% | $3,402+16.1% | $3,470+13.9% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |