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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 | $69,308 | $60,795+14.0% | $69,483-0.3% | $65,186+6.3% |
| Participation rate | 98.0% | 74.9%+23.1pp | 74.6%+23.4pp | 70.2%+27.8pp |
| Annual return | 8.14% | 17.46%-9.3pp | 28.99%-20.9pp | 29.39%-21.2pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,978 | $3,162+89.1% | $3,537+69.0% | $3,514+70.1% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |