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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 | $55,629 | $51,769+7.5% | $57,356-3.0% | $52,331+6.3% |
| Participation rate | 97.1% | 75.2%+21.9pp | 75.1%+22.1pp | 68.1%+29.0pp |
| Annual return | 1.84% | 2.43%-0.6pp | 24.41%-22.6pp | 4.54%-2.7pp |
| Employer contribution / active EE | $3,050 | $2,335+30.6% | $2,689+13.5% | $1,882+62.1% |
| Participant deferral / active EE | $4,694 | $2,794+68.0% | $3,162+48.5% | $3,022+55.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |