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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 | $103,898 | $68,408+51.9% | $57,196+81.7% | $57,661+80.2% |
| Participation rate | 96.7% | 79.1%+17.5pp | 75.3%+21.4pp | 70.2%+26.5pp |
| Annual return | 6.65% | 8.51%-1.9pp | 14.59%-7.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $7,180 | $2,903+147.3% | $3,096+131.9% | $3,061+134.6% |
| Admin fee / account holder | $0 | $70-99.6% | $3,141-100.0% | $95-99.7% |