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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 | $47,684 | $45,082+5.8% | $69,464-31.4% | $72,975-34.7% |
| Participation rate | 73.2% | 68.5%+4.7pp | 74.6%-1.4pp | 69.5%+3.7pp |
| Annual return | 20.90% | 22.66%-1.8pp | 28.98%-8.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,463 | $2,055-28.8% | $2,779-47.4% | $2,440-40.0% |
| Participant deferral / active EE | $4,647 | $2,604+78.5% | $3,536+31.4% | $3,608+28.8% |
| Admin fee / account holder | $53 | $3,057-98.3% | $3,840-98.6% | $5,124-99.0% |