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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 | $31,419 | $86,341-63.6% | $125,195-74.9% | $65,186-51.8% |
| Participation rate | 87.1% | 75.3%+11.8pp | 79.8%+7.3pp | 70.2%+16.9pp |
| Annual return | 29.89% | 27.44%+2.5pp | 43.79%-13.9pp | 29.39%+0.5pp |
| Employer contribution / active EE | $2,579 | $2,040+26.5% | $3,866-33.3% | $2,177+18.5% |
| Participant deferral / active EE | $4,543 | $3,538+28.4% | $4,937-8.0% | $3,514+29.3% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |