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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 | $88,908 | $65,322+36.1% | $70,462+26.2% | $73,493+21.0% |
| Participation rate | 98.4% | 77.0%+21.4pp | 75.1%+23.3pp | 70.7%+27.7pp |
| Annual return | 14.34% | 15.71%-1.4pp | 109.08%-94.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,787 | $2,460+13.3% | $2,737+1.8% | $2,270+22.8% |
| Participant deferral / active EE | $4,831 | $3,375+43.2% | $3,710+30.2% | $3,740+29.2% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |