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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 | $90,007 | $67,166+34.0% | $57,349+56.9% | $55,191+63.1% |
| Participation rate | 88.7% | 77.7%+11.0pp | 75.1%+13.6pp | 69.2%+19.5pp |
| Annual return | 1.44% | 4.22%-2.8pp | 24.40%-23.0pp | 10.78%-9.3pp |
| Employer contribution / active EE | $3,246 | $2,812+15.4% | $2,689+20.7% | $1,899+70.9% |
| Participant deferral / active EE | $3,075 | $2,835+8.5% | $3,162-2.8% | $3,046+0.9% |
| Admin fee / account holder | $6 | $44-86.1% | $3,356-99.8% | $91-93.3% |