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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 | $66,942 | $60,795+10.1% | $69,464-3.6% | $65,185+2.7% |
| Participation rate | 95.6% | 74.9%+20.7pp | 74.6%+21.0pp | 70.2%+25.4pp |
| Annual return | 17.43% | 17.46%0pp | 28.98%-11.5pp | 29.38%-12.0pp |
| Employer contribution / active EE | $5,017 | $2,452+104.6% | $2,779+80.5% | $2,177+130.5% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,536-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |