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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 | $87,447 | $52,467+66.7% | $57,196+52.9% | $55,167+58.5% |
| Participation rate | 96.1% | 75.8%+20.2pp | 75.3%+20.7pp | 69.0%+27.1pp |
| Annual return | 6.76% | 7.72%-1.0pp | 14.59%-7.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $3,189 | $2,477+28.7% | $2,683+18.8% | $1,963+62.5% |
| Participant deferral / active EE | $4,888 | $2,830+72.7% | $3,096+57.9% | $3,054+60.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |