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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 | $86,901 | $51,769+67.9% | $57,347+51.5% | $52,331+66.1% |
| Participation rate | 99.3% | 75.2%+24.1pp | 75.1%+24.3pp | 68.1%+31.2pp |
| Annual return | 1.85% | 2.43%-0.6pp | 24.40%-22.5pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,952 | $2,335-16.4% | $2,689-27.4% | $1,882+3.7% |
| Participant deferral / active EE | $3,302 | $2,794+18.2% | $3,162+4.4% | $3,022+9.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |