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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 | $61,125 | $51,769+18.1% | $57,356+6.6% | $52,331+16.8% |
| Participation rate | 93.6% | 75.2%+18.4pp | 75.1%+18.6pp | 68.1%+25.5pp |
| Annual return | 1.26% | 2.43%-1.2pp | 24.41%-23.1pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,327 | $2,335-0.4% | $2,689-13.5% | $1,882+23.6% |
| Participant deferral / active EE | $2,127 | $2,794-23.9% | $3,162-32.7% | $3,022-29.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |