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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 | $61,330 | $56,544+8.5% | $75,501-18.8% | $70,126-12.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 13.10% | 23.59%-10.5pp | 27.35%-14.3pp | 73.15%-60.1pp |
| Employer contribution / active EE | $4,308 | $1,817+137.1% | $2,352+83.2% | $2,343+83.9% |
| Participant deferral / active EE | $1,585 | $2,580-38.6% | $3,142-49.6% | $3,332-52.4% |
| Admin fee / account holder | $8 | $3,827-99.8% | $5,801-99.9% | $4,645-99.8% |