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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 | $73,772 | $55,182+33.7% | $73,309+0.6% | $55,191+33.7% |
| Participation rate | 98.8% | 73.9%+24.8pp | 74.9%+23.9pp | 69.2%+29.6pp |
| Annual return | 2.14% | 8.55%-6.4pp | 5.67%-3.5pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,018 | $1,935+4.3% | $3,237-37.7% | $1,899+6.3% |
| Participant deferral / active EE | $2,571 | $4,641-44.6% | $4,991-48.5% | $3,046-15.6% |
| Admin fee / account holder | $0 | $68-100.0% | $5,637-100.0% | $91-100.0% |