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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 | $71,013 | $63,314+12.2% | $91,004-22.0% | $62,293+14.0% |
| Participation rate | 91.4% | 73.3%+18.1pp | 75.6%+15.8pp | 69.5%+21.9pp |
| Annual return | 13.43% | 21.00%-7.6pp | 4.60%+8.8pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,780 | $2,944+28.4% | $3,548+6.5% | $3,169+19.3% |
| Admin fee / account holder | $50 | $468-89.4% | $5,417-99.1% | $479-89.7% |