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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 | $48,964 | $36,916+32.6% | $156,551-68.7% | $57,658-15.1% |
| Participation rate | 74.8% | 63.4%+11.3pp | 84.0%-9.2pp | 70.2%+4.5pp |
| Annual return | 7.26% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,689 | $1,571+7.5% | $5,501-69.3% | $1,974-14.4% |
| Participant deferral / active EE | $2,518 | $1,926+30.7% | $4,871-48.3% | $3,061-17.7% |
| Admin fee / account holder | $53 | $82-35.8% | $13,028-99.6% | $95-43.9% |