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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 | $44,256 | $76,551-42.2% | $123,894-64.3% | $62,881-29.6% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 10.94% | 18.68%-7.7pp | 47.52%-36.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,701 | $2,882-41.0% | $4,617-63.2% | $2,281-25.4% |
| Participant deferral / active EE | $4,581 | $4,840-5.3% | $5,984-23.4% | $3,203+43.0% |
| Admin fee / account holder | $21 | $4,826-99.6% | $8,357-99.7% | $4,296-99.5% |