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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 | $46,438 | $52,639-11.8% | $185,117-74.9% | $62,293-25.5% |
| Participation rate | 87.1% | 63.9%+23.2pp | 77.3%+9.8pp | 69.5%+17.5pp |
| Annual return | 19.26% | 19.57%-0.3pp | 40.50%-21.2pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,095 | $1,483+41.3% | $4,182-49.9% | $2,042+2.6% |
| Participant deferral / active EE | $3,471 | $3,097+12.1% | $5,045-31.2% | $3,169+9.5% |
| Admin fee / account holder | $12 | $374-96.9% | $8,159-99.9% | $479-97.6% |