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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 | $102,672 | $60,795+68.9% | $69,464+47.8% | $65,185+57.5% |
| Participation rate | 97.1% | 74.9%+22.2pp | 74.6%+22.5pp | 70.2%+26.9pp |
| Annual return | 19.60% | 17.46%+2.1pp | 28.98%-9.4pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,932 | $2,452+19.6% | $2,779+5.5% | $2,177+34.7% |
| Participant deferral / active EE | $5,116 | $3,162+61.8% | $3,536+44.7% | $3,514+45.6% |
| Admin fee / account holder | $19 | $314-93.8% | $3,840-99.5% | $847-97.7% |