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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 | $100,294 | $51,769+93.7% | $57,356+74.9% | $52,331+91.7% |
| Participation rate | 94.5% | 75.2%+19.3pp | 75.1%+19.5pp | 68.1%+26.4pp |
| Annual return | 1.94% | 2.43%-0.5pp | 24.41%-22.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $3,165 | $2,335+35.5% | $2,689+17.7% | $1,882+68.2% |
| Participant deferral / active EE | $4,038 | $2,794+44.5% | $3,162+27.7% | $3,022+33.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |