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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 | $69,755 | $65,322+6.8% | $70,494-1.0% | $73,497-5.1% |
| Participation rate | 96.1% | 77.0%+19.2pp | 75.1%+21.1pp | 70.7%+25.4pp |
| Annual return | 12.88% | 15.71%-2.8pp | 109.16%-96.3pp | 28.51%-15.6pp |
| Employer contribution / active EE | $3,480 | $2,460+41.5% | $2,738+27.1% | $2,270+53.3% |
| Participant deferral / active EE | $4,388 | $3,375+30.0% | $3,711+18.3% | $3,740+17.3% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |