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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 | $62,691 | $51,769+21.1% | $57,356+9.3% | $52,331+19.8% |
| Participation rate | 98.9% | 75.2%+23.6pp | 75.1%+23.8pp | 68.1%+30.7pp |
| Annual return | 1.27% | 2.43%-1.2pp | 24.41%-23.1pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,309 | $2,335-43.9% | $2,689-51.3% | $1,882-30.4% |
| Participant deferral / active EE | $1,757 | $2,794-37.1% | $3,162-44.4% | $3,022-41.9% |
| Admin fee / account holder | $14 | $295-95.2% | $3,357-99.6% | $592-97.6% |