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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 | $77,419 | $48,078+61.0% | $78,676-1.6% | $62,881+23.1% |
| Participation rate | 98.9% | 65.2%+33.7pp | 73.6%+25.3pp | 69.3%+29.6pp |
| Annual return | 6.68% | 31.36%-24.7pp | 62.19%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,915 | $2,015+94.3% | $2,850+37.4% | $2,281+71.6% |
| Participant deferral / active EE | $2,751 | $2,587+6.3% | $3,517-21.8% | $3,203-14.1% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |