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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 | $64,661 | $57,976+11.5% | $63,018+2.6% | $62,293+3.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.60% | 17.54%-1.9pp | 87.62%-72.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $9,138 | $2,415+278.5% | $2,761+231.0% | $2,042+347.5% |
| Participant deferral / active EE | $4,292 | $2,956+45.2% | $3,330+28.9% | $3,169+35.4% |
| Admin fee / account holder | $1 | $276-99.8% | $3,601-100.0% | $479-99.9% |