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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 | $60,768 | $60,165+1.0% | $74,184-18.1% | $55,167+10.2% |
| Participation rate | 83.8% | 74.2%+9.7pp | 76.6%+7.2pp | 69.0%+14.8pp |
| Annual return | 7.80% | 10.00%-2.2pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,837 | $1,600+77.3% | $2,370+19.7% | $1,963+44.5% |
| Participant deferral / active EE | $3,103 | $2,973+4.4% | $3,550-12.6% | $3,054+1.6% |
| Admin fee / account holder | $13 | $419-96.9% | $5,586-99.8% | $504-97.4% |