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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 | $99,286 | $74,552+33.2% | $63,005+57.6% | $69,631+42.6% |
| Participation rate | 93.4% | 78.3%+15.2pp | 74.8%+18.6pp | 70.7%+22.8pp |
| Annual return | 13.72% | 15.77%-2.1pp | 87.59%-73.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $3,617 | $2,929+23.5% | $2,760+31.1% | $2,032+78.0% |
| Participant deferral / active EE | $3,429 | $2,974+15.3% | $3,329+3.0% | $3,224+6.4% |
| Admin fee / account holder | $0 | $59-99.8% | $3,599-100.0% | $110-99.9% |