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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 | $102,226 | $65,322+56.5% | $70,476+45.0% | $73,493+39.1% |
| Participation rate | 99.1% | 77.0%+22.1pp | 75.1%+24.0pp | 70.7%+28.4pp |
| Annual return | 12.97% | 15.71%-2.7pp | 109.12%-96.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $4,694 | $2,460+90.8% | $2,738+71.4% | $2,270+106.8% |
| Participant deferral / active EE | $4,733 | $3,375+40.3% | $3,710+27.6% | $3,740+26.6% |
| Admin fee / account holder | $78 | $214-63.4% | $3,847-98.0% | $513-84.7% |