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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 | $51,308 | $56,640-9.4% | $80,977-36.6% | $57,658-11.0% |
| Participation rate | 79.2% | 75.9%+3.4pp | 75.8%+3.4pp | 70.2%+9.0pp |
| Annual return | 11.34% | 19.97%-8.6pp | 17.11%-5.8pp | 5.13%+6.2pp |
| Employer contribution / active EE | $2,527 | $2,085+21.2% | $3,715-32.0% | $1,974+28.0% |
| Participant deferral / active EE | $6,421 | $4,944+29.9% | $5,696+12.7% | $3,061+109.8% |
| Admin fee / account holder | $6 | $87-93.7% | $5,517-99.9% | $95-94.2% |