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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 | $55,779 | $55,002+1.4% | $59,883-6.9% | $56,287-0.9% |
| Participation rate | 85.8% | 75.9%+9.9pp | 74.7%+11.1pp | 69.9%+16.0pp |
| Annual return | -2.67% | 1.13%-3.8pp | 3.46%-6.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $2,170 | $2,448-11.4% | $2,722-20.3% | $2,111+2.8% |
| Participant deferral / active EE | $3,138 | $3,121+0.6% | $3,402-7.7% | $3,350-6.3% |
| Admin fee / account holder | $14 | $236-94.1% | $3,591-99.6% | $521-97.3% |