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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 | $73,308 | $51,769+41.6% | $57,356+27.8% | $52,331+40.1% |
| Participation rate | 99.1% | 75.2%+23.8pp | 75.1%+24.0pp | 68.1%+31.0pp |
| Annual return | 2.56% | 2.43%+0.1pp | 24.41%-21.8pp | 4.54%-2.0pp |
| Employer contribution / active EE | $2,964 | $2,335+26.9% | $2,689+10.3% | $1,882+57.5% |
| Participant deferral / active EE | $3,964 | $2,794+41.9% | $3,162+25.4% | $3,022+31.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |