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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 | $87,348 | $60,795+43.7% | $69,464+25.7% | $65,185+34.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 17.40% | 17.46%-0.1pp | 28.98%-11.6pp | 29.38%-12.0pp |
| Employer contribution / active EE | $3,142 | $2,452+28.1% | $2,779+13.0% | $2,177+44.3% |
| Participant deferral / active EE | $3,573 | $3,162+13.0% | $3,536+1.0% | $3,514+1.7% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |