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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 | $101,770 | $60,795+67.4% | $69,461+46.5% | $65,185+56.1% |
| Participation rate | 99.0% | 74.9%+24.1pp | 74.6%+24.4pp | 70.2%+28.8pp |
| Annual return | 16.50% | 17.46%-1.0pp | 28.97%-12.5pp | 29.38%-12.9pp |
| Employer contribution / active EE | $4,831 | $2,452+97.0% | $2,779+73.8% | $2,177+122.0% |
| Participant deferral / active EE | $4,380 | $3,162+38.5% | $3,536+23.9% | $3,514+24.7% |
| Admin fee / account holder | $59 | $314-81.3% | $3,840-98.5% | $847-93.1% |