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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 | $101,767 | $67,166+51.5% | $57,357+77.4% | $55,191+84.4% |
| Participation rate | 96.9% | 77.7%+19.2pp | 75.1%+21.8pp | 69.2%+27.7pp |
| Annual return | 3.20% | 4.22%-1.0pp | 24.41%-21.2pp | 10.78%-7.6pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,896 | $2,835+143.3% | $3,162+118.1% | $3,046+126.4% |
| Admin fee / account holder | $0 | $44-99.9% | $3,357-100.0% | $91-99.9% |