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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 | $68,116 | $54,763+24.4% | $90,324-24.6% | $72,976-6.7% |
| Participation rate | 93.6% | 65.2%+28.5pp | 73.3%+20.3pp | 69.5%+24.1pp |
| Annual return | 21.10% | 30.63%-9.5pp | 78.15%-57.0pp | 81.02%-59.9pp |
| Employer contribution / active EE | $4,824 | $2,093+130.4% | $2,856+68.9% | $2,440+97.7% |
| Participant deferral / active EE | $3,380 | $2,887+17.1% | $3,885-13.0% | $3,608-6.3% |
| Admin fee / account holder | $4 | $3,973-99.9% | $5,356-99.9% | $5,124-99.9% |