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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 | $64,885 | $48,078+35.0% | $78,676-17.5% | $62,881+3.2% |
| Participation rate | 97.8% | 65.2%+32.5pp | 73.6%+24.2pp | 69.3%+28.4pp |
| Annual return | 7.20% | 31.36%-24.2pp | 62.19%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,002 | $2,015+49.0% | $2,850+5.3% | $2,281+31.6% |
| Participant deferral / active EE | $4,549 | $2,587+75.8% | $3,517+29.3% | $3,203+42.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |