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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 | $102,417 | $68,408+49.7% | $57,196+79.1% | $57,658+77.6% |
| Participation rate | 97.4% | 79.1%+18.3pp | 75.3%+22.1pp | 70.2%+27.2pp |
| Annual return | 6.59% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.5pp |
| Employer contribution / active EE | $3,805 | $2,869+32.6% | $2,683+41.8% | $1,974+92.8% |
| Participant deferral / active EE | $4,777 | $2,903+64.5% | $3,096+54.3% | $3,061+56.1% |
| Admin fee / account holder | $31 | $70-56.1% | $3,141-99.0% | $95-67.6% |