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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 | $106,962 | $95,542+12.0% | $69,480+53.9% | $67,584+58.3% |
| Participation rate | 99.4% | 79.4%+20.0pp | 74.6%+24.8pp | 71.3%+28.1pp |
| Annual return | 16.78% | 17.67%-0.9pp | 28.99%-12.2pp | 378.59%-361.8pp |
| Employer contribution / active EE | $3,356 | $2,989+12.3% | $2,780+20.7% | $2,148+56.2% |
| Participant deferral / active EE | $2,623 | $3,263-19.6% | $3,537-25.8% | $3,540-25.9% |
| Admin fee / account holder | $4 | $90-95.6% | $3,840-99.9% | $142-97.2% |