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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 | $56,940 | $48,313+17.9% | $73,309-22.3% | $52,331+8.8% |
| Participation rate | 75.0% | 68.6%+6.4pp | 74.9%+0.1pp | 68.1%+6.9pp |
| Annual return | 2.74% | 3.85%-1.1pp | 5.67%-2.9pp | 4.54%-1.8pp |
| Employer contribution / active EE | $3,181 | $1,661+91.5% | $3,237-1.7% | $1,882+69.0% |
| Participant deferral / active EE | $7,882 | $4,189+88.2% | $4,991+57.9% | $3,022+160.8% |
| Admin fee / account holder | $6 | $404-98.6% | $5,635-99.9% | $592-99.0% |