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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 | $85,750 | $67,166+27.7% | $57,356+49.5% | $55,191+55.4% |
| Participation rate | 95.4% | 77.7%+17.7pp | 75.1%+20.3pp | 69.2%+26.2pp |
| Annual return | 2.35% | 4.22%-1.9pp | 24.41%-22.1pp | 10.78%-8.4pp |
| Employer contribution / active EE | $3,231 | $2,812+14.9% | $2,689+20.2% | $1,899+70.2% |
| Participant deferral / active EE | $3,318 | $2,835+17.0% | $3,162+4.9% | $3,046+8.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |