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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 | $108,430 | $51,769+109.4% | $57,356+89.0% | $52,331+107.2% |
| Participation rate | 93.2% | 75.2%+18.0pp | 75.1%+18.1pp | 68.1%+25.1pp |
| Annual return | 2.19% | 2.43%-0.2pp | 24.41%-22.2pp | 4.54%-2.3pp |
| Employer contribution / active EE | $3,887 | $2,335+66.5% | $2,689+44.6% | $1,882+106.6% |
| Participant deferral / active EE | $1,887 | $2,794-32.4% | $3,162-40.3% | $3,022-37.5% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |