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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 | $46,668 | $51,769-9.9% | $57,356-18.6% | $52,331-10.8% |
| Participation rate | 95.1% | 75.2%+19.8pp | 75.1%+20.0pp | 68.1%+27.0pp |
| Annual return | 1.17% | 2.43%-1.3pp | 24.41%-23.2pp | 4.54%-3.4pp |
| Employer contribution / active EE | $3,126 | $2,335+33.9% | $2,689+16.3% | $1,882+66.1% |
| Participant deferral / active EE | $5,205 | $2,794+86.3% | $3,162+64.6% | $3,022+72.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |