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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 | $70,828 | $57,976+22.2% | $63,018+12.4% | $62,293+13.7% |
| Participation rate | 78.6% | 75.9%+2.6pp | 74.8%+3.8pp | 69.5%+9.1pp |
| Annual return | 12.30% | 17.54%-5.2pp | 87.62%-75.3pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,802 | $2,415-25.4% | $2,761-34.7% | $2,042-11.8% |
| Participant deferral / active EE | $3,628 | $2,956+22.7% | $3,330+9.0% | $3,169+14.5% |
| Admin fee / account holder | $4 | $276-98.6% | $3,601-99.9% | $479-99.2% |