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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 | $43,702 | $59,535-26.6% | $90,161-51.5% | $62,293-29.8% |
| Participation rate | 90.4% | 73.0%+17.4pp | 76.9%+13.6pp | 69.5%+20.9pp |
| Annual return | 26.53% | 23.53%+3.0pp | 34.89%-8.4pp | 28.90%-2.4pp |
| Employer contribution / active EE | $3,227 | $1,826+76.8% | $3,318-2.7% | $2,042+58.0% |
| Participant deferral / active EE | $6,186 | $4,639+33.4% | $5,287+17.0% | $3,169+95.2% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |