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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 | $69,280 | $55,002+26.0% | $59,883+15.7% | $56,287+23.1% |
| Participation rate | 95.6% | 75.9%+19.7pp | 74.7%+20.9pp | 69.9%+25.8pp |
| Annual return | 10.85% | 1.13%+9.7pp | 3.46%+7.4pp | -9.96%+20.8pp |
| Employer contribution / active EE | $2,567 | $2,448+4.9% | $2,722-5.7% | $2,111+21.6% |
| Participant deferral / active EE | $3,114 | $3,121-0.2% | $3,402-8.4% | $3,350-7.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |