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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 | $91,028 | $58,093+56.7% | $80,022+13.8% | $56,289+61.7% |
| Participation rate | 92.8% | 73.6%+19.1pp | 75.8%+16.9pp | 69.9%+22.9pp |
| Annual return | 13.32% | 34.63%-21.3pp | 11.22%+2.1pp | -9.96%+23.3pp |
| Employer contribution / active EE | $2,524 | $1,933+30.6% | $2,468+2.3% | $2,111+19.6% |
| Participant deferral / active EE | $3,017 | $3,136-3.8% | $3,686-18.1% | $3,350-9.9% |
| Admin fee / account holder | $224 | $623-64.0% | $6,521-96.6% | $521-57.0% |