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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 | $51,736 | $51,769-0.1% | $57,356-9.8% | $52,331-1.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 2.40% | 2.43%0pp | 24.41%-22.0pp | 4.54%-2.1pp |
| Employer contribution / active EE | $2,237 | $2,335-4.2% | $2,689-16.8% | $1,882+18.9% |
| Participant deferral / active EE | $2,237 | $2,794-19.9% | $3,162-29.2% | $3,022-26.0% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |