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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 | $63,132 | $49,138+28.5% | $84,023-24.9% | $65,186-3.2% |
| Participation rate | 72.6% | 60.7%+11.8pp | 69.0%+3.6pp | 70.2%+2.4pp |
| Annual return | 18.32% | 23.00%-4.7pp | 71.32%-53.0pp | 29.39%-11.1pp |
| Employer contribution / active EE | $769 | $914-15.9% | $1,984-61.2% | $2,177-64.7% |
| Participant deferral / active EE | $4,006 | $2,397+67.1% | $3,239+23.7% | $3,514+14.0% |
| Admin fee / account holder | $62 | $543-88.6% | $6,102-99.0% | $847-92.7% |