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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 | $123,611 | $89,652+37.9% | $141,197-12.5% | $65,186+89.6% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.5%+16.2pp | 70.2%+28.5pp |
| Annual return | 22.05% | 32.79%-10.7pp | 71.41%-49.4pp | 29.39%-7.3pp |
| Employer contribution / active EE | $2,967 | $3,065-3.2% | $4,736-37.4% | $2,177+36.3% |
| Participant deferral / active EE | $6,005 | $5,691+5.5% | $6,710-10.5% | $3,514+70.9% |
| Admin fee / account holder | $18 | $569-96.8% | $10,265-99.8% | $847-97.9% |