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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 | $99,567 | $65,322+52.4% | $70,476+41.3% | $73,493+35.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 13.73% | 15.71%-2.0pp | 109.12%-95.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $3,150 | $2,460+28.1% | $2,738+15.1% | $2,270+38.8% |
| Participant deferral / active EE | $3,636 | $3,375+7.8% | $3,710-2.0% | $3,740-2.8% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |