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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 | $76,581 | $69,383+10.4% | $101,275-24.4% | $73,497+4.2% |
| Participation rate | 99.4% | 68.4%+31.0pp | 75.8%+23.6pp | 70.7%+28.7pp |
| Annual return | 16.94% | 18.46%-1.5pp | 46.48%-29.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $18,746 | $2,628+613.2% | $3,660+412.2% | $2,270+725.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |