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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 | $55,268 | $89,652-38.4% | $141,191-60.9% | $65,185-15.2% |
| Participation rate | 80.7% | 74.7%+6.0pp | 82.5%-1.8pp | 70.2%+10.5pp |
| Annual return | 24.28% | 32.79%-8.5pp | 71.41%-47.1pp | 29.38%-5.1pp |
| Employer contribution / active EE | $4,588 | $3,065+49.7% | $4,736-3.1% | $2,177+110.8% |
| Participant deferral / active EE | $8,402 | $5,691+47.6% | $6,710+25.2% | $3,514+139.1% |
| Admin fee / account holder | $11 | $569-98.1% | $10,264-99.9% | $847-98.7% |