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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 | $53,356 | $84,948-37.2% | $70,476-24.3% | $73,412-27.3% |
| Participation rate | 99.3% | 79.9%+19.4pp | 75.1%+24.3pp | 72.2%+27.2pp |
| Annual return | 10.51% | 13.39%-2.9pp | 109.12%-98.6pp | 59.30%-48.8pp |
| Employer contribution / active EE | $2,561 | $2,834-9.6% | $2,738-6.5% | $2,234+14.6% |
| Participant deferral / active EE | $2,878 | $3,387-15.0% | $3,710-22.4% | $3,806-24.4% |
| Admin fee / account holder | $4 | $98-96.1% | $3,847-99.9% | $158-97.6% |