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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 | $37,563 | $37,134+1.2% | $100,671-62.7% | $52,331-28.2% |
| Participation rate | 99.4% | 57.7%+41.8pp | 70.7%+28.7pp | 68.1%+31.3pp |
| Annual return | 4.30% | 0.10%+4.2pp | 20.43%-16.1pp | 4.54%-0.2pp |
| Employer contribution / active EE | $3,845 | $1,187+223.8% | $4,012-4.2% | $1,882+104.3% |
| Participant deferral / active EE | $3,211 | $2,163+48.4% | $3,144+2.1% | $3,022+6.2% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |