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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 | $124,812 | $65,322+91.1% | $70,462+77.1% | $73,493+69.8% |
| Participation rate | 92.7% | 77.0%+15.7pp | 75.1%+17.6pp | 70.7%+22.0pp |
| Annual return | 14.23% | 15.71%-1.5pp | 109.08%-94.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,093 | $2,460+25.8% | $2,737+13.0% | $2,270+36.3% |
| Participant deferral / active EE | $5,629 | $3,375+66.8% | $3,710+51.8% | $3,740+50.5% |
| Admin fee / account holder | $12 | $214-94.3% | $3,845-99.7% | $513-97.6% |