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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 | $164,563 | $70,083+134.8% | $59,899+174.7% | $55,725+195.3% |
| Participation rate | 98.5% | 78.4%+20.1pp | 74.7%+23.8pp | 70.9%+27.6pp |
| Annual return | 11.25% | 3.13%+8.1pp | 3.46%+7.8pp | 244.93%-233.7pp |
| Employer contribution / active EE | $6,972 | $2,878+142.2% | $2,723+156.1% | $2,078+235.5% |
| Participant deferral / active EE | $5,397 | $3,079+75.3% | $3,402+58.6% | $3,356+60.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |