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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 | $75,836 | $50,385+50.5% | $75,501+0.4% | $62,293+21.7% |
| Participation rate | 83.6% | 67.7%+15.8pp | 72.4%+11.2pp | 69.5%+14.0pp |
| Annual return | 16.77% | 19.90%-3.1pp | 27.35%-10.6pp | 28.90%-12.1pp |
| Employer contribution / active EE | $3,909 | $1,537+154.3% | $2,352+66.2% | $2,042+91.4% |
| Participant deferral / active EE | $5,185 | $2,445+112.1% | $3,142+65.0% | $3,169+63.6% |
| Admin fee / account holder | $35 | $384-90.9% | $5,801-99.4% | $479-92.7% |