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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 | $48,533 | $67,166-27.7% | $57,356-15.4% | $55,191-12.1% |
| Participation rate | 97.8% | 77.7%+20.1pp | 75.1%+22.7pp | 69.2%+28.6pp |
| Annual return | 3.03% | 4.22%-1.2pp | 24.41%-21.4pp | 10.78%-7.7pp |
| Employer contribution / active EE | $2,210 | $2,812-21.4% | $2,689-17.8% | $1,899+16.4% |
| Participant deferral / active EE | $2,665 | $2,835-6.0% | $3,162-15.7% | $3,046-12.5% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |