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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 | $108,538 | $67,166+61.6% | $57,356+89.2% | $55,191+96.7% |
| Participation rate | 97.6% | 77.7%+19.9pp | 75.1%+22.6pp | 69.2%+28.5pp |
| Annual return | 1.60% | 4.22%-2.6pp | 24.41%-22.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $2,625 | $2,812-6.6% | $2,689-2.4% | $1,899+38.3% |
| Participant deferral / active EE | $4,407 | $2,835+55.5% | $3,162+39.4% | $3,046+44.7% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |