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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 | $84,100 | $78,419+7.2% | $133,978-37.2% | $73,412+14.6% |
| Participation rate | 97.7% | 78.6%+19.1pp | 79.8%+17.9pp | 72.2%+25.6pp |
| Annual return | 23.43% | 33.35%-9.9pp | 45.10%-21.7pp | 59.30%-35.9pp |
| Employer contribution / active EE | $3,417 | $2,044+67.2% | $3,919-12.8% | $2,234+53.0% |
| Participant deferral / active EE | $4,626 | $3,925+17.9% | $5,047-8.4% | $3,806+21.5% |
| Admin fee / account holder | $10 | $161-94.1% | $8,930-99.9% | $158-93.9% |