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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 | $58,279 | $57,976+0.5% | $63,018-7.5% | $62,293-6.4% |
| Participation rate | 80.2% | 75.9%+4.3pp | 74.8%+5.4pp | 69.5%+10.7pp |
| Annual return | 17.05% | 17.54%-0.5pp | 87.62%-70.6pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,043 | $2,415-15.4% | $2,761-26.0% | $2,042+0.1% |
| Participant deferral / active EE | $4,133 | $2,956+39.8% | $3,330+24.1% | $3,169+30.4% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |