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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 | $83,977 | $55,002+52.7% | $59,883+40.2% | $56,287+49.2% |
| Participation rate | 94.8% | 75.9%+18.9pp | 74.7%+20.1pp | 69.9%+25.0pp |
| Annual return | 20.44% | 1.13%+19.3pp | 3.46%+17.0pp | -9.96%+30.4pp |
| Employer contribution / active EE | $3,338 | $2,448+36.3% | $2,722+22.6% | $2,111+58.1% |
| Participant deferral / active EE | $4,317 | $3,121+38.3% | $3,402+26.9% | $3,350+28.9% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |