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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 | $69,919 | $43,338+61.3% | $59,887+16.8% | $64,173+9.0% |
| Participation rate | 98.5% | 69.2%+29.3pp | 74.7%+23.8pp | 69.6%+28.9pp |
| Annual return | 9.52% | -1.55%+11.1pp | 3.46%+6.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $2,573 | $2,030+26.7% | $2,722-5.5% | $2,381+8.1% |
| Participant deferral / active EE | $4,619 | $2,547+81.3% | $3,402+35.8% | $3,470+33.1% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |