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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 | $51,102 | $52,467-2.6% | $57,196-10.7% | $55,167-7.4% |
| Participation rate | 98.0% | 75.8%+22.1pp | 75.3%+22.7pp | 69.0%+29.0pp |
| Annual return | 12.63% | 7.72%+4.9pp | 14.59%-2.0pp | 169.23%-156.6pp |
| Employer contribution / active EE | $3,164 | $2,477+27.7% | $2,683+17.9% | $1,963+61.2% |
| Participant deferral / active EE | $5,314 | $2,830+87.8% | $3,096+71.6% | $3,054+74.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |