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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 | $86,455 | $67,166+28.7% | $57,347+50.8% | $55,191+56.6% |
| Participation rate | 96.4% | 77.7%+18.7pp | 75.1%+21.3pp | 69.2%+27.2pp |
| Annual return | 2.73% | 4.22%-1.5pp | 24.40%-21.7pp | 10.78%-8.0pp |
| Employer contribution / active EE | $3,615 | $2,812+28.6% | $2,689+34.4% | $1,899+90.4% |
| Participant deferral / active EE | $3,855 | $2,835+36.0% | $3,162+21.9% | $3,046+26.5% |
| Admin fee / account holder | $5 | $44-89.1% | $3,356-99.9% | $91-94.8% |