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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 | $57,128 | $52,306+9.2% | $69,779-18.1% | $62,881-9.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 5.61% | 13.35%-7.7pp | 12.99%-7.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,102 | $1,799+128.0% | $2,338+75.4% | $2,281+79.9% |
| Participant deferral / active EE | $1,592 | $2,395-33.5% | $2,931-45.7% | $3,203-50.3% |
| Admin fee / account holder | $6 | $3,691-99.8% | $4,381-99.9% | $4,296-99.9% |