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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 | $55,451 | $60,795-8.8% | $69,461-20.2% | $65,185-14.9% |
| Participation rate | 98.4% | 74.9%+23.5pp | 74.6%+23.8pp | 70.2%+28.2pp |
| Annual return | 18.00% | 17.46%+0.5pp | 28.97%-11.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $3,838 | $2,452+56.5% | $2,779+38.1% | $2,177+76.3% |
| Participant deferral / active EE | $3,575 | $3,162+13.1% | $3,536+1.1% | $3,514+1.7% |
| Admin fee / account holder | $26 | $314-91.7% | $3,840-99.3% | $847-96.9% |