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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 | $241,850-12.6% | $102,383+106.5% | $199,921+5.7% |
| Participation rate | 97.0% | 78.3%+18.7pp | 74.5%+22.5pp | 72.0%+25.0pp |
| Annual return | 31.87% | 17.67%+14.2pp | 24.94%+6.9pp | 34.28%-2.4pp |
| Employer contribution / active EE | $1,840 | $4,253-56.7% | $3,870-52.5% | $3,035-39.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,391-100.0% | $269-100.0% |