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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 | $80,474 | $53,774+49.7% | $134,162-40.0% | $79,852+0.8% |
| Participation rate | 96.8% | 58.8%+38.1pp | 72.2%+24.7pp | 69.6%+27.2pp |
| Annual return | 17.66% | 19.01%-1.3pp | 36.35%-18.7pp | 31.72%-14.1pp |
| Employer contribution / active EE | $4,349 | $1,322+229.1% | $3,705+17.4% | $2,471+76.0% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $3,985-99.9% | $6,685-100.0% | $5,306-100.0% |