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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 | $98,253 | $67,166+46.3% | $57,356+71.3% | $55,191+78.0% |
| Participation rate | 98.2% | 77.7%+20.5pp | 75.1%+23.1pp | 69.2%+29.0pp |
| Annual return | 2.51% | 4.22%-1.7pp | 24.41%-21.9pp | 10.78%-8.3pp |
| Employer contribution / active EE | $3,544 | $2,812+26.0% | $2,689+31.8% | $1,899+86.7% |
| Participant deferral / active EE | $4,557 | $2,835+60.7% | $3,162+44.1% | $3,046+49.6% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |