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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 | $51,143 | $52,467-2.5% | $57,196-10.6% | $55,167-7.3% |
| Participation rate | 89.0% | 75.8%+13.1pp | 75.3%+13.7pp | 69.0%+20.0pp |
| Annual return | 8.03% | 7.72%+0.3pp | 14.59%-6.6pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,328 | $2,477-6.0% | $2,683-13.2% | $1,963+18.6% |
| Participant deferral / active EE | $3,658 | $2,830+29.2% | $3,096+18.1% | $3,054+19.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |