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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 | $69,847 | $68,408+2.1% | $57,196+22.1% | $57,658+21.1% |
| Participation rate | 96.6% | 79.1%+17.5pp | 75.3%+21.3pp | 70.2%+26.4pp |
| Annual return | 6.40% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,822 | $2,869-36.5% | $2,683-32.1% | $1,974-7.7% |
| Participant deferral / active EE | $2,417 | $2,903-16.7% | $3,096-21.9% | $3,061-21.0% |
| Admin fee / account holder | $60 | $70-13.3% | $3,141-98.1% | $95-36.1% |