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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 | $60,202 | $74,552-19.2% | $63,005-4.4% | $69,631-13.5% |
| Participation rate | 99.2% | 78.3%+21.0pp | 74.8%+24.4pp | 70.7%+28.5pp |
| Annual return | 13.23% | 15.77%-2.5pp | 87.59%-74.4pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $3,246 | $2,929+10.8% | $2,760+17.6% | $2,032+59.7% |
| Participant deferral / active EE | $3,443 | $2,974+15.7% | $3,329+3.4% | $3,224+6.8% |
| Admin fee / account holder | $0 | $59-100.0% | $3,599-100.0% | $110-100.0% |