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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 | $40,527 | $39,132+3.6% | $57,196-29.1% | $62,881-35.6% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.2pp | 69.3%+28.2pp |
| Annual return | 7.34% | 9.24%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,243 | $1,874+19.7% | $2,683-16.4% | $2,281-1.6% |
| Participant deferral / active EE | $2,745 | $2,374+15.6% | $3,096-11.4% | $3,203-14.3% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |