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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 | $81,777 | $55,002+48.7% | $59,887+36.6% | $56,287+45.3% |
| Participation rate | 75.5% | 75.9%-0.4pp | 74.7%+0.8pp | 69.9%+5.6pp |
| Annual return | 8.50% | 1.13%+7.4pp | 3.46%+5.0pp | -9.96%+18.5pp |
| Employer contribution / active EE | $776 | $2,448-68.3% | $2,722-71.5% | $2,111-63.2% |
| Participant deferral / active EE | $3,553 | $3,121+13.8% | $3,402+4.4% | $3,350+6.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |