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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 | $48,716 | $51,769-5.9% | $57,349-15.1% | $52,331-6.9% |
| Participation rate | 93.6% | 75.2%+18.3pp | 75.1%+18.5pp | 68.1%+25.5pp |
| Annual return | 1.28% | 2.43%-1.1pp | 24.40%-23.1pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,272 | $2,335-2.7% | $2,689-15.5% | $1,882+20.7% |
| Participant deferral / active EE | $3,847 | $2,794+37.7% | $3,162+21.7% | $3,022+27.3% |
| Admin fee / account holder | $2 | $295-99.2% | $3,356-99.9% | $592-99.6% |