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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 | $26,581 | $68,408-61.1% | $57,196-53.5% | $57,658-53.9% |
| Participation rate | 82.9% | 79.1%+3.8pp | 75.3%+7.6pp | 70.2%+12.7pp |
| Annual return | 10.50% | 8.51%+2.0pp | 14.59%-4.1pp | 5.13%+5.4pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,444 | $2,903-15.8% | $3,096-21.0% | $3,061-20.1% |
| Admin fee / account holder | $1 | $70-97.9% | $3,141-100.0% | $95-98.4% |