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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 | $82,328 | $74,552+10.4% | $63,018+30.6% | $69,631+18.2% |
| Participation rate | 96.1% | 78.3%+17.8pp | 74.8%+21.2pp | 70.7%+25.4pp |
| Annual return | 14.21% | 15.77%-1.6pp | 87.62%-73.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $1,707 | $2,929-41.7% | $2,761-38.2% | $2,032-16.0% |
| Participant deferral / active EE | $1,999 | $2,974-32.8% | $3,330-40.0% | $3,224-38.0% |
| Admin fee / account holder | $38 | $59-35.9% | $3,601-98.9% | $110-65.5% |