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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 | $74,139 | $67,166+10.4% | $57,356+29.3% | $55,191+34.3% |
| Participation rate | 98.1% | 77.7%+20.4pp | 75.1%+23.1pp | 69.2%+29.0pp |
| Annual return | 2.89% | 4.22%-1.3pp | 24.41%-21.5pp | 10.78%-7.9pp |
| Employer contribution / active EE | $2,154 | $2,812-23.4% | $2,689-19.9% | $1,899+13.4% |
| Participant deferral / active EE | $3,198 | $2,835+12.8% | $3,162+1.1% | $3,046+5.0% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |