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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 | $153,329 | $76,551+100.3% | $123,894+23.8% | $62,881+143.8% |
| Participation rate | 93.5% | 73.0%+20.5pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 8.48% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,826 | $2,882-36.7% | $4,617-60.5% | $2,281-20.0% |
| Participant deferral / active EE | $9,148 | $4,840+89.0% | $5,984+52.9% | $3,203+185.6% |
| Admin fee / account holder | $11 | $4,826-99.8% | $8,357-99.9% | $4,296-99.7% |