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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 | $66,728 | $39,132+70.5% | $57,196+16.7% | $62,881+6.1% |
| Participation rate | 99.0% | 70.5%+28.5pp | 75.3%+23.6pp | 69.3%+29.7pp |
| Annual return | 1.28% | 9.24%-8.0pp | 14.59%-13.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $2,570 | $1,874+37.1% | $2,683-4.2% | $2,281+12.7% |
| Participant deferral / active EE | $3,206 | $2,374+35.0% | $3,096+3.5% | $3,203+0.1% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |