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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 | $80,703 | $77,638+3.9% | $156,551-48.4% | $62,881+28.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.89% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,816 | $3,444+39.9% | $5,501-12.4% | $2,281+111.2% |
| Participant deferral / active EE | $2,933 | $3,046-3.7% | $4,871-39.8% | $3,203-8.4% |
| Admin fee / account holder | $11 | $5,561-99.8% | $13,028-99.9% | $4,296-99.8% |