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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 | $41,085 | $78,781-47.8% | $100,528-59.1% | $73,412-44.0% |
| Participation rate | 95.7% | 80.0%+15.7pp | 79.4%+16.3pp | 72.2%+23.6pp |
| Annual return | 34.87% | 31.69%+3.2pp | 30.90%+4.0pp | 59.30%-24.4pp |
| Employer contribution / active EE | $1,275 | $2,420-47.3% | $3,419-62.7% | $2,234-42.9% |
| Participant deferral / active EE | $12,127 | $6,537+85.5% | $6,271+93.4% | $3,806+218.7% |
| Admin fee / account holder | $7 | $145-95.5% | $8,084-99.9% | $158-95.8% |