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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 | $82,637 | $63,314+30.5% | $91,004-9.2% | $62,293+32.7% |
| Participation rate | 94.3% | 73.3%+20.9pp | 75.6%+18.7pp | 69.5%+24.8pp |
| Annual return | 17.71% | 21.00%-3.3pp | 4.60%+13.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,574 | $1,807+42.4% | $2,456+4.8% | $2,042+26.1% |
| Participant deferral / active EE | $2,747 | $2,944-6.7% | $3,548-22.6% | $3,169-13.3% |
| Admin fee / account holder | $11 | $468-97.7% | $5,417-99.8% | $479-97.8% |