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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 | $62,044 | $65,322-5.0% | $70,476-12.0% | $73,493-15.6% |
| Participation rate | 97.5% | 77.0%+20.5pp | 75.1%+22.4pp | 70.7%+26.8pp |
| Annual return | 14.84% | 15.71%-0.9pp | 109.12%-94.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,184 | $2,460+29.4% | $2,738+16.3% | $2,270+40.2% |
| Participant deferral / active EE | $2,933 | $3,375-13.1% | $3,710-21.0% | $3,740-21.6% |
| Admin fee / account holder | $13 | $214-93.8% | $3,847-99.7% | $513-97.4% |