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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 | $47,208 | $67,166-29.7% | $57,356-17.7% | $55,191-14.5% |
| Participation rate | 96.9% | 77.7%+19.1pp | 75.1%+21.8pp | 69.2%+27.7pp |
| Annual return | 2.40% | 4.22%-1.8pp | 24.41%-22.0pp | 10.78%-8.4pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,758 | $2,835+32.5% | $3,162+18.8% | $3,046+23.3% |
| Admin fee / account holder | $144 | $44+229.8% | $3,357-95.7% | $91+58.2% |