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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 | $206,452 | $68,408+201.8% | $57,196+261.0% | $57,661+258.0% |
| Participation rate | 94.8% | 79.1%+15.7pp | 75.3%+19.5pp | 70.2%+24.6pp |
| Annual return | 7.33% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $7,957 | $2,869+177.3% | $2,683+196.6% | $1,974+303.1% |
| Participant deferral / active EE | $8,418 | $2,903+190.0% | $3,096+171.9% | $3,061+175.1% |
| Admin fee / account holder | $1 | $70-98.7% | $3,141-100.0% | $95-99.0% |