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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 | $68,971 | $80,177-14.0% | $123,894-44.3% | $57,658+19.6% |
| Participation rate | 93.5% | 74.4%+19.0pp | 81.4%+12.1pp | 70.2%+23.2pp |
| Annual return | 7.98% | 17.90%-9.9pp | 47.52%-39.5pp | 5.13%+2.8pp |
| Employer contribution / active EE | $5,607 | $2,913+92.5% | $4,617+21.5% | $1,974+184.1% |
| Participant deferral / active EE | $6,129 | $5,130+19.5% | $5,984+2.4% | $3,061+100.3% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |