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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 | $80,060 | $59,535+34.5% | $90,161-11.2% | $62,293+28.5% |
| Participation rate | 97.0% | 73.0%+23.9pp | 76.9%+20.1pp | 69.5%+27.4pp |
| Annual return | 17.06% | 23.53%-6.5pp | 34.89%-17.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $4,343 | $1,826+137.9% | $3,318+30.9% | $2,042+112.6% |
| Participant deferral / active EE | $4,377 | $4,639-5.6% | $5,287-17.2% | $3,169+38.1% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |