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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 | $211,387 | $241,450-12.5% | $103,378+104.5% | $199,874+5.8% |
| Participation rate | 97.0% | 78.4%+18.6pp | 74.5%+22.5pp | 72.0%+25.0pp |
| Annual return | 31.87% | 17.80%+14.1pp | 24.91%+7.0pp | 34.28%-2.4pp |
| Employer contribution / active EE | $1,840 | $4,250-56.7% | $3,870-52.5% | $3,036-39.4% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,401-100.0% | $269-100.0% |