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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 | $74,453 | $65,322+14.0% | $70,494+5.6% | $73,497+1.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 7.64% | 15.71%-8.1pp | 109.16%-101.5pp | 28.51%-20.9pp |
| Employer contribution / active EE | $2,002 | $2,460-18.6% | $2,738-26.9% | $2,270-11.8% |
| Participant deferral / active EE | $3,366 | $3,375-0.3% | $3,711-9.3% | $3,740-10.0% |
| Admin fee / account holder | $19 | $214-91.2% | $3,848-99.5% | $513-96.3% |