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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 | $65,944 | $52,467+25.7% | $57,196+15.3% | $55,167+19.5% |
| Participation rate | 95.2% | 75.8%+19.3pp | 75.3%+19.9pp | 69.0%+26.2pp |
| Annual return | 6.33% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $7,729 | $2,477+212.0% | $2,683+188.1% | $1,963+293.8% |
| Participant deferral / active EE | $3,847 | $2,830+35.9% | $3,096+24.2% | $3,054+25.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |