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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 | $59,802 | $65,322-8.5% | $70,476-15.1% | $73,493-18.6% |
| Participation rate | 99.3% | 77.0%+22.3pp | 75.1%+24.2pp | 70.7%+28.6pp |
| Annual return | 11.87% | 15.71%-3.8pp | 109.12%-97.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,818 | $2,460+14.6% | $2,738+2.9% | $2,270+24.1% |
| Participant deferral / active EE | $3,839 | $3,375+13.8% | $3,710+3.5% | $3,740+2.7% |
| Admin fee / account holder | $26 | $214-87.7% | $3,847-99.3% | $513-94.9% |