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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 | $67,320 | $51,769+30.0% | $57,349+17.4% | $52,331+28.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.17% | 2.43%-0.3pp | 24.40%-22.2pp | 4.54%-2.4pp |
| Employer contribution / active EE | $3,318 | $2,335+42.1% | $2,689+23.4% | $1,882+76.3% |
| Participant deferral / active EE | $4,122 | $2,794+47.5% | $3,162+30.4% | $3,022+36.4% |
| Admin fee / account holder | $2 | $295-99.4% | $3,356-99.9% | $592-99.7% |