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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 | $63,511 | $55,002+15.5% | $59,883+6.1% | $56,287+12.8% |
| Participation rate | 94.1% | 75.9%+18.2pp | 74.7%+19.4pp | 69.9%+24.3pp |
| Annual return | -2.06% | 1.13%-3.2pp | 3.46%-5.5pp | -9.96%+7.9pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,278 | $3,121+5.0% | $3,402-3.6% | $3,350-2.1% |
| Admin fee / account holder | $4 | $236-98.2% | $3,591-99.9% | $521-99.2% |