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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 | $59,868 | $57,976+3.3% | $63,018-5.0% | $62,293-3.9% |
| Participation rate | 95.1% | 75.9%+19.1pp | 74.8%+20.3pp | 69.5%+25.6pp |
| Annual return | 14.56% | 17.54%-3.0pp | 87.62%-73.1pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,476 | $2,415-38.9% | $2,761-46.6% | $2,042-27.7% |
| Participant deferral / active EE | $1,831 | $2,956-38.0% | $3,330-45.0% | $3,169-42.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |