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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 | $67,455 | $68,408-1.4% | $57,196+17.9% | $57,658+17.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 5.53% | 8.51%-3.0pp | 14.59%-9.1pp | 5.13%+0.4pp |
| Employer contribution / active EE | $8,266 | $2,869+188.1% | $2,683+208.1% | $1,974+318.8% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $9 | $70-86.7% | $3,141-99.7% | $95-90.2% |