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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 | $61,718 | $57,976+6.5% | $63,018-2.1% | $62,293-0.9% |
| Participation rate | 99.2% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 14.02% | 17.54%-3.5pp | 87.62%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $3,276 | $2,415+35.7% | $2,761+18.7% | $2,042+60.4% |
| Participant deferral / active EE | $1,714 | $2,956-42.0% | $3,330-48.5% | $3,169-45.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |