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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 | $65,971 | $58,655+12.5% | $91,994-28.3% | $65,186+1.2% |
| Participation rate | 75.2% | 75.3%-0.1pp | 78.6%-3.5pp | 70.2%+5.0pp |
| Annual return | 23.88% | 33.92%-10.0pp | 69.04%-45.2pp | 29.39%-5.5pp |
| Employer contribution / active EE | $1,485 | $2,080-28.6% | $3,453-57.0% | $2,177-31.8% |
| Participant deferral / active EE | $7,184 | $5,474+31.2% | $5,924+21.3% | $3,514+104.4% |
| Admin fee / account holder | $5 | $434-98.9% | $7,744-99.9% | $847-99.4% |