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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 | $35,634 | $68,408-47.9% | $57,196-37.7% | $57,658-38.2% |
| Participation rate | 89.2% | 79.1%+10.0pp | 75.3%+13.8pp | 70.2%+19.0pp |
| Annual return | 5.37% | 8.51%-3.1pp | 14.59%-9.2pp | 5.13%+0.2pp |
| Employer contribution / active EE | $2,656 | $2,869-7.4% | $2,683-1.0% | $1,974+34.6% |
| Participant deferral / active EE | $2,343 | $2,903-19.3% | $3,096-24.3% | $3,061-23.5% |
| Admin fee / account holder | $35 | $70-49.2% | $3,141-98.9% | $95-62.6% |