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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 | $105,714 | $51,769+104.2% | $57,356+84.3% | $52,331+102.0% |
| Participation rate | 70.3% | 75.2%-4.9pp | 75.1%-4.8pp | 68.1%+2.2pp |
| Annual return | 4.18% | 2.43%+1.8pp | 24.41%-20.2pp | 4.54%-0.4pp |
| Employer contribution / active EE | $977 | $2,335-58.1% | $2,689-63.6% | $1,882-48.1% |
| Participant deferral / active EE | $1,985 | $2,794-29.0% | $3,162-37.2% | $3,022-34.3% |
| Admin fee / account holder | $34 | $295-88.5% | $3,357-99.0% | $592-94.3% |