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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 | $79,690 | $68,408+16.5% | $57,196+39.3% | $57,658+38.2% |
| Participation rate | 97.2% | 79.1%+18.1pp | 75.3%+21.9pp | 70.2%+27.0pp |
| Annual return | 6.53% | 8.51%-2.0pp | 14.59%-8.1pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,084 | $2,869-27.4% | $2,683-22.3% | $1,974+5.6% |
| Participant deferral / active EE | $3,052 | $2,903+5.1% | $3,096-1.4% | $3,061-0.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |