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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 | $56,235 | $45,087+24.7% | $69,483-19.1% | $72,976-22.9% |
| Participation rate | 96.6% | 68.5%+28.1pp | 74.6%+22.0pp | 69.5%+27.1pp |
| Annual return | 16.89% | 22.67%-5.8pp | 28.99%-12.1pp | 81.02%-64.1pp |
| Employer contribution / active EE | $3,089 | $2,055+50.3% | $2,780+11.1% | $2,440+26.6% |
| Participant deferral / active EE | $5,406 | $2,603+107.7% | $3,537+52.9% | $3,608+49.8% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |