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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 | $118,886 | $51,769+129.6% | $57,356+107.3% | $52,331+127.2% |
| Participation rate | 99.3% | 75.2%+24.0pp | 75.1%+24.2pp | 68.1%+31.2pp |
| Annual return | 3.01% | 2.43%+0.6pp | 24.41%-21.4pp | 4.54%-1.5pp |
| Employer contribution / active EE | $8,876 | $2,335+280.1% | $2,689+230.1% | $1,882+371.7% |
| Participant deferral / active EE | $5,675 | $2,794+103.1% | $3,162+79.5% | $3,022+87.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |