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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 | $33,503 | $63,905-47.6% | $74,184-54.8% | $57,658-41.9% |
| Participation rate | 79.2% | 79.8%-0.5pp | 76.6%+2.6pp | 70.2%+9.0pp |
| Annual return | 8.25% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $675 | $1,840-63.3% | $2,370-71.5% | $1,974-65.8% |
| Participant deferral / active EE | $2,480 | $3,448-28.1% | $3,550-30.1% | $3,061-19.0% |
| Admin fee / account holder | $6 | $91-93.9% | $5,586-99.9% | $95-94.1% |