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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 | $102,559 | $68,408+49.9% | $57,196+79.3% | $57,661+77.9% |
| Participation rate | 78.2% | 79.1%-0.9pp | 75.3%+2.9pp | 70.2%+8.0pp |
| Annual return | 7.22% | 8.51%-1.3pp | 14.59%-7.4pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,353 | $2,869-18.0% | $2,683-12.3% | $1,974+19.2% |
| Participant deferral / active EE | $2,353 | $2,903-19.0% | $3,096-24.0% | $3,061-23.1% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |