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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 | $71,969 | $68,408+5.2% | $57,196+25.8% | $57,658+24.8% |
| Participation rate | 96.8% | 79.1%+17.6pp | 75.3%+21.4pp | 70.2%+26.5pp |
| Annual return | 42.76% | 8.51%+34.2pp | 14.59%+28.2pp | 5.13%+37.6pp |
| Employer contribution / active EE | $1,611 | $2,869-43.8% | $2,683-39.9% | $1,974-18.4% |
| Participant deferral / active EE | $1,723 | $2,903-40.7% | $3,096-44.4% | $3,061-43.7% |
| Admin fee / account holder | $15 | $70-77.9% | $3,141-99.5% | $95-83.7% |