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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 | $68,289 | $65,322+4.5% | $70,462-3.1% | $73,493-7.1% |
| Participation rate | 97.8% | 77.0%+20.8pp | 75.1%+22.7pp | 70.7%+27.1pp |
| Annual return | 14.02% | 15.71%-1.7pp | 109.08%-95.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $715 | $2,460-70.9% | $2,737-73.9% | $2,270-68.5% |
| Participant deferral / active EE | $2,124 | $3,375-37.1% | $3,710-42.7% | $3,740-43.2% |
| Admin fee / account holder | $7 | $214-96.9% | $3,845-99.8% | $513-98.7% |