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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 | $62,405 | $49,255+26.7% | $70,494-11.5% | $79,856-21.9% |
| Participation rate | 80.9% | 69.2%+11.7pp | 75.1%+5.8pp | 69.6%+11.2pp |
| Annual return | 13.26% | 30.10%-16.8pp | 109.16%-95.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,066 | $2,100-1.6% | $2,738-24.6% | $2,471-16.4% |
| Participant deferral / active EE | $2,260 | $2,768-18.4% | $3,711-39.1% | $3,741-39.6% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |