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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 | $67,577 | $45,082+49.9% | $69,464-2.7% | $72,975-7.4% |
| Participation rate | 83.8% | 68.5%+15.3pp | 74.6%+9.1pp | 69.5%+14.3pp |
| Annual return | 5.70% | 22.66%-17.0pp | 28.98%-23.3pp | 81.01%-75.3pp |
| Employer contribution / active EE | $2,401 | $2,055+16.8% | $2,779-13.6% | $2,440-1.6% |
| Participant deferral / active EE | $4,096 | $2,604+57.3% | $3,536+15.8% | $3,608+13.5% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |