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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 | $55,464 | $39,132+41.7% | $57,196-3.0% | $62,881-11.8% |
| Participation rate | 96.8% | 70.5%+26.3pp | 75.3%+21.5pp | 69.3%+27.5pp |
| Annual return | 7.93% | 9.24%-1.3pp | 14.59%-6.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,972 | $1,874+58.6% | $2,683+10.8% | $2,281+30.3% |
| Participant deferral / active EE | $4,190 | $2,374+76.5% | $3,096+35.3% | $3,203+30.8% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |