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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 | $106,646 | $67,166+58.8% | $57,347+86.0% | $55,191+93.2% |
| Participation rate | 99.2% | 77.7%+21.5pp | 75.1%+24.1pp | 69.2%+30.0pp |
| Annual return | 2.26% | 4.22%-2.0pp | 24.40%-22.1pp | 10.78%-8.5pp |
| Employer contribution / active EE | $6,476 | $2,812+130.3% | $2,689+140.9% | $1,899+241.1% |
| Participant deferral / active EE | $4,270 | $2,835+50.6% | $3,162+35.0% | $3,046+40.2% |
| Admin fee / account holder | $3 | $44-93.2% | $3,356-99.9% | $91-96.8% |