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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 | $105,629 | $51,769+104.0% | $57,356+84.2% | $52,331+101.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 3.33% | 2.43%+0.9pp | 24.41%-21.1pp | 4.54%-1.2pp |
| Employer contribution / active EE | $3,243 | $2,335+38.9% | $2,689+20.6% | $1,882+72.4% |
| Participant deferral / active EE | $5,291 | $2,794+89.4% | $3,162+67.3% | $3,022+75.1% |
| Admin fee / account holder | $12 | $295-96.1% | $3,357-99.7% | $592-98.0% |