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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 | $58,695 | $57,976+1.2% | $63,005-6.8% | $62,293-5.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 74.8%+12.7pp | 69.5%+18.0pp |
| Annual return | 17.11% | 17.54%-0.4pp | 87.59%-70.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,159 | $2,415-10.6% | $2,760-21.8% | $2,042+5.7% |
| Participant deferral / active EE | $3,428 | $2,956+16.0% | $3,329+3.0% | $3,169+8.2% |
| Admin fee / account holder | $37 | $276-86.7% | $3,599-99.0% | $479-92.3% |