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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 | $58,166 | $55,002+5.8% | $59,887-2.9% | $56,287+3.3% |
| Participation rate | 93.1% | 75.9%+17.2pp | 74.7%+18.4pp | 69.9%+23.3pp |
| Annual return | 35.45% | 1.13%+34.3pp | 3.46%+32.0pp | -9.96%+45.4pp |
| Employer contribution / active EE | $1,997 | $2,448-18.4% | $2,722-26.7% | $2,111-5.4% |
| Participant deferral / active EE | $2,677 | $3,121-14.2% | $3,402-21.3% | $3,350-20.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |