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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 | $175,901 | $40,275+336.8% | $57,356+206.7% | $59,633+195.0% |
| Participation rate | 80.2% | 69.1%+11.1pp | 75.1%+5.2pp | 68.7%+11.6pp |
| Annual return | 1.64% | 27.52%-25.9pp | 24.41%-22.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $2,725 | $1,921+41.8% | $2,689+1.4% | $2,203+23.7% |
| Participant deferral / active EE | $5,105 | $2,400+112.7% | $3,162+61.5% | $3,192+60.0% |
| Admin fee / account holder | $19 | $2,820-99.3% | $3,357-99.4% | $4,297-99.6% |