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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 | $95,915 | $75,183+27.6% | $123,894-22.6% | $55,167+73.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.52% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,757 | $2,823-2.4% | $4,617-40.3% | $1,963+40.5% |
| Participant deferral / active EE | $6,052 | $5,084+19.0% | $5,984+1.1% | $3,054+98.2% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.1% |