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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 | $61,453 | $40,264+52.6% | $57,349+7.2% | $59,633+3.1% |
| Participation rate | 94.4% | 69.2%+25.2pp | 75.1%+19.3pp | 68.7%+25.7pp |
| Annual return | 2.14% | 27.51%-25.4pp | 24.40%-22.3pp | 2041.40%-2039.3pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,271 | $2,400-5.4% | $3,162-28.2% | $3,192-28.8% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |