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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 | $94,514 | $74,706+26.5% | $75,731+24.8% | $79,389+19.1% |
| Participation rate | 93.0% | 75.3%+17.6pp | 74.8%+18.2pp | 70.7%+22.3pp |
| Annual return | 27.06% | 18.52%+8.5pp | 104.65%-77.6pp | 116.89%-89.8pp |
| Employer contribution / active EE | $1,897 | $2,590-26.7% | $2,743-30.8% | $2,428-21.9% |
| Participant deferral / active EE | $3,505 | $3,533-0.8% | $3,820-8.2% | $4,046-13.4% |
| Admin fee / account holder | $20 | $374-94.7% | $3,620-99.5% | $626-96.8% |