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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 | $58,455 | $55,002+6.3% | $59,887-2.4% | $56,287+3.9% |
| Participation rate | 99.6% | 75.9%+23.6pp | 74.7%+24.9pp | 69.9%+29.7pp |
| Annual return | 10.52% | 1.13%+9.4pp | 3.46%+7.1pp | -9.96%+20.5pp |
| Employer contribution / active EE | $3,377 | $2,448+38.0% | $2,722+24.1% | $2,111+60.0% |
| Participant deferral / active EE | $4,570 | $3,121+46.4% | $3,402+34.3% | $3,350+36.4% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |