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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 | $75,533 | $65,582+15.2% | $64,101+17.8% | $71,511+5.6% |
| Participation rate | 99.1% | 73.2%+25.9pp | 72.3%+26.8pp | 67.9%+31.2pp |
| Annual return | 17.93% | 18.96%-1.0pp | 33.72%-15.8pp | 28.86%-10.9pp |
| Employer contribution / active EE | $3,747 | $2,671+40.3% | $2,749+36.3% | $2,589+44.7% |
| Participant deferral / active EE | $4,611 | $3,628+27.1% | $3,881+18.8% | $4,291+7.5% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |