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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 | $83,052 | $68,408+21.4% | $57,196+45.2% | $57,658+44.0% |
| Participation rate | 90.0% | 79.1%+10.9pp | 75.3%+14.7pp | 70.2%+19.8pp |
| Annual return | 7.50% | 8.51%-1.0pp | 14.59%-7.1pp | 5.13%+2.4pp |
| Employer contribution / active EE | $3,427 | $2,869+19.4% | $2,683+27.7% | $1,974+73.6% |
| Participant deferral / active EE | $1,917 | $2,903-34.0% | $3,096-38.1% | $3,061-37.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |