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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 | $56,677 | $60,795-6.8% | $69,483-18.4% | $65,186-13.1% |
| Participation rate | 77.5% | 74.9%+2.7pp | 74.6%+2.9pp | 70.2%+7.3pp |
| Annual return | 21.49% | 17.46%+4.0pp | 28.99%-7.5pp | 29.39%-7.9pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,112 | $3,162-1.6% | $3,537-12.0% | $3,514-11.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |