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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 | $53,489 | $68,408-21.8% | $57,196-6.5% | $57,658-7.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 7.26% | 8.51%-1.3pp | 14.59%-7.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $4,240 | $2,869+47.8% | $2,683+58.0% | $1,974+114.8% |
| Participant deferral / active EE | $4,056 | $2,903+39.7% | $3,096+31.0% | $3,061+32.5% |
| Admin fee / account holder | $8 | $70-89.2% | $3,141-99.8% | $95-92.0% |