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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 | $67,762 | $60,795+11.5% | $69,483-2.5% | $65,186+4.0% |
| Participation rate | 98.3% | 74.9%+23.5pp | 74.6%+23.7pp | 70.2%+28.1pp |
| Annual return | 6.83% | 17.46%-10.6pp | 28.99%-22.2pp | 29.39%-22.6pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,867 | $3,162+85.6% | $3,537+65.9% | $3,514+67.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |