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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 | $60,318 | $55,002+9.7% | $59,899+0.7% | $56,289+7.2% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.5pp |
| Annual return | 9.20% | 1.13%+8.1pp | 3.46%+5.7pp | -9.96%+19.2pp |
| Employer contribution / active EE | $2,781 | $2,448+13.6% | $2,723+2.1% | $2,111+31.7% |
| Participant deferral / active EE | $2,938 | $3,121-5.9% | $3,402-13.6% | $3,350-12.3% |
| Admin fee / account holder | $5 | $236-97.7% | $3,592-99.9% | $521-99.0% |