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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 | $92,248 | $51,769+78.2% | $57,356+60.8% | $52,331+76.3% |
| Participation rate | 97.8% | 75.2%+22.6pp | 75.1%+22.8pp | 68.1%+29.7pp |
| Annual return | 1.72% | 2.43%-0.7pp | 24.41%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $3,840 | $2,335+64.5% | $2,689+42.8% | $1,882+104.1% |
| Participant deferral / active EE | $5,028 | $2,794+80.0% | $3,162+59.0% | $3,022+66.4% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |