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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 | $71,825 | $49,249+45.8% | $70,476+1.9% | $79,852-10.1% |
| Participation rate | 74.0% | 69.2%+4.9pp | 75.1%-1.0pp | 69.6%+4.4pp |
| Annual return | 14.22% | 30.09%-15.9pp | 109.12%-94.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,935 | $2,100-7.9% | $2,738-29.3% | $2,471-21.7% |
| Participant deferral / active EE | $3,257 | $2,769+17.6% | $3,710-12.2% | $3,740-12.9% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |