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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 | $99,832 | $45,082+121.4% | $69,464+43.7% | $72,975+36.8% |
| Participation rate | 98.9% | 68.5%+30.4pp | 74.6%+24.3pp | 69.5%+29.4pp |
| Annual return | 16.47% | 22.66%-6.2pp | 28.98%-12.5pp | 81.01%-64.5pp |
| Employer contribution / active EE | $2,643 | $2,055+28.6% | $2,779-4.9% | $2,440+8.3% |
| Participant deferral / active EE | $4,863 | $2,604+86.8% | $3,536+37.5% | $3,608+34.8% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |