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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 | $73,866 | $73,638+0.3% | $95,960-23.0% | $73,493+0.5% |
| Participation rate | 94.2% | 76.2%+18.0pp | 77.1%+17.1pp | 70.7%+23.5pp |
| Annual return | 14.99% | 16.78%-1.8pp | 91.63%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,781 | $1,863-4.4% | $2,541-29.9% | $2,270-21.5% |
| Participant deferral / active EE | $4,286 | $3,617+18.5% | $4,167+2.9% | $3,740+14.6% |
| Admin fee / account holder | $47 | $482-90.3% | $6,797-99.3% | $513-90.8% |