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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 | $98,393 | $84,948+15.8% | $70,476+39.6% | $73,412+34.0% |
| Participation rate | 91.1% | 79.9%+11.1pp | 75.1%+16.0pp | 72.2%+18.9pp |
| Annual return | 12.44% | 13.39%-0.9pp | 109.12%-96.7pp | 59.30%-46.9pp |
| Employer contribution / active EE | $1,341 | $2,834-52.7% | $2,738-51.0% | $2,234-40.0% |
| Participant deferral / active EE | $2,474 | $3,387-27.0% | $3,710-33.3% | $3,806-35.0% |
| Admin fee / account holder | $0 | $98-100.0% | $3,847-100.0% | $158-100.0% |