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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 | $105,481 | $54,320+94.2% | $67,652+55.9% | $52,331+101.6% |
| Participation rate | 95.6% | 73.6%+22.0pp | 75.7%+19.9pp | 68.1%+27.5pp |
| Annual return | 0.76% | 6.81%-6.0pp | 6625.40%-6624.6pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,305 | $1,544-15.5% | $2,266-42.4% | $1,882-30.6% |
| Participant deferral / active EE | $3,245 | $2,950+10.0% | $3,560-8.9% | $3,022+7.4% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |