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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 | $69,820 | $74,706-6.5% | $75,731-7.8% | $79,389-12.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 16.58% | 18.52%-1.9pp | 104.65%-88.1pp | 116.89%-100.3pp |
| Employer contribution / active EE | $2,365 | $2,590-8.7% | $2,743-13.8% | $2,428-2.6% |
| Participant deferral / active EE | $3,033 | $3,533-14.1% | $3,820-20.6% | $4,046-25.0% |
| Admin fee / account holder | $127 | $374-66.2% | $3,620-96.5% | $626-79.8% |