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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 | $59,774 | $51,769+15.5% | $57,349+4.2% | $52,331+14.2% |
| Participation rate | 89.8% | 75.2%+14.6pp | 75.1%+14.7pp | 68.1%+21.7pp |
| Annual return | 6.68% | 2.43%+4.3pp | 24.40%-17.7pp | 4.54%+2.1pp |
| Employer contribution / active EE | $4,459 | $2,335+91.0% | $2,689+65.9% | $1,882+137.0% |
| Participant deferral / active EE | $5,508 | $2,794+97.1% | $3,162+74.2% | $3,022+82.3% |
| Admin fee / account holder | $22 | $295-92.7% | $3,356-99.4% | $592-96.4% |