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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 | $50,974 | $52,467-2.8% | $57,196-10.9% | $55,167-7.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 8.19% | 7.72%+0.5pp | 14.59%-6.4pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,503 | $2,477+1.0% | $2,683-6.7% | $1,963+27.5% |
| Participant deferral / active EE | $3,380 | $2,830+19.4% | $3,096+9.2% | $3,054+10.7% |
| Admin fee / account holder | $6 | $269-97.8% | $3,141-99.8% | $504-98.8% |